Events

Comply with the Corporate Transparency Act in 10 Minutes or Less

How to Comply with the Corporate Transparency Act in 10 Minutes or Less

For Small Business Owners & Real Estate Investors If you own a small business or hold real estate through an LLC or other entity, you likely have  new reporting requirements under the Corporate Transparency Act (“CTA”) effective January 1, 2024.   While additional regulatory requirements are never good news, the CTA doesn’t have to be

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home health aid

Medicaid Planning

As we age, the chances of requiring home health care services, assisted living, or nursing home care increase for all of us. Referred to as long term care, this type of health care can be extremely expensive, and it is not covered by Medicare or other health insurance. As a result, this type of care

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Charitable Giving

Tax Tips for Charitable Giving

Giving to your favorite charities can be personally rewarding; being strategic about your planning maximizes your tax savings while maximizing your control over how and when your money is spent. Join Attorney Shannon P. McNulty and her guest Randy Kaufman of Heron Wealth as they discuss ways to incorporate charitable giving into your financial and

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