Category: Uncategorized

Latest Blog Posts

July 10, 2024 DeEtte Loeffler

Making Tax Free Gifts For Education

With the start of the new school year, you may be thinking about making gifts to children or grandchildren to help them pay for school. … READ MORE “Making Tax Free Gifts For Education”

May 28, 2024 DeEtte Loeffler

College Bound Youth Should Include a Basic Estate Plan In Their Preparations

Has your child just graduated from high school and is heading off to college in the fall? Over the next few months, you and your … READ MORE “College Bound Youth Should Include a Basic Estate Plan In Their Preparations”

June 30, 2023 DeEtte Loeffler

New Financial Disclosure Rules Negatively Impact Small Business

Starting January 1, 2024, the new “Corporate Transparency Act” will affect virtually all small family businesses, including limited liability companies (LLC’s) and partnerships designed only … READ MORE “New Financial Disclosure Rules Negatively Impact Small Business”

See all articles in the Blog

Accreditations and Associations

Details