Important Tax Dates

Important Year End Tax Dates for 2021 Too many dates to remember? Here’s a list for you to follow.   Deadline To Do’s January 30, 2021 Interest owing on any low or non-interest bearing loans from your employer or family members must be paid by January 30 to reduce...

Estate Planning

Estate planning does not need to be done all at once.  Break it down into easy steps. Estate planning is not just for the elderly or the retired.  Even young families have decisions to make. What is an estate plan? When people talk about estate planning, they’re...

Estate Management

What is an Estate? In general terms, an estate is everything you own (bank accounts, cars, houses, investments, etc.) when you pass away. But more than that, an estate also includes everything you owe.  It is your executor’s responsibility to administer your...

Assurance Engagements

Year End Engagements Many companies provide their financial statements, along with a CPA’s report, to lenders, investors, suppliers and customers. Informed readers of the report will gain varied levels of comfort based on the type of financial statement provided. Not...

Year End Engagements

Many companies provide their financial statements, along with a CPA’s report, to lenders, investors, suppliers and customers. Informed readers of the report will gain varied levels of comfort based on the type of financial statement provided. Not all reports are the...
What is an Estate?

What is an Estate?

In general terms, an estate is everything you own (bank accounts, cars, houses, investments, etc.) when you pass away.  But more than that, an estate also includes everything you owe. It is your executor’s responsibility to administer your estate according to the...