Advisory
Builder’s risk insurance provides protection for a structure that is damaged during construction. These policies are usually broad. In fact, the coverage is generally extensive enough to include construction equipment and machinery, as well as materials, fixtures and appliances — all vital parts of a completed structure. It can also cover temporary structures, such as office…
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Update on New Retirement Account Catch-Up Contribution Rules The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought numerous changes to the retirement and estate planning landscape in late 2019. Congress followed up with the SECURE 2.0 Act in late 2022. This law introduced some additional taxpayer-friendly changes, including an increase in the limits for…
Read MoreEstate Planning Isn’t Just for the Wealthy Thanks to today’s favorable federal gift and estate tax rules, most people haven’t amassed enough wealth to worry about federal estate taxes. However, even if you haven’t had the good fortune to win the lotto or inherit millions from a wealthy relative, you still need an estate plan to…
Read MoreBusinesses Should Be Cautious About Accepting or Using Checks Check fraud costs individuals, businesses and financial institutions billions annually. And, yes, this continues to hold true in today’s high-tech world of e-commerce. Forged checks have always been a problem, but with inexpensive laser printers and easily accessible paper, check fraud is hanging around because many companies…
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