Woman lying on top of tax papers, stressed

A Primer on Federal Estimated Quarterly Taxes for Individual Taxpayers

Americans often refer to April 15 as Tax Day, but for a large number of taxpayers “Tax Day” actually comes more than once a year. Some individuals must file and pay estimated quarterly taxes four times over the course of a year in order to comply with their tax responsibilities.

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Couple talking to a family office employee

Is a Family Office Right for You?

While the idea of a family office has been around for quite some time, you might assume it’s a service more appropriate for the Bezos and Buffet families than yours. That was true in earlier years, but more and more families are discovering that a family office can prove useful for households that are merely well-off rather than truly wealthy.

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Person filing papers into folders in filing cabinet

Tidy Up Those Files: Here’s What You Need to Keep in 2019 (And Every Year)

“Where is that important document? I’m pretty sure we kept it…” If this sounds all too familiar, you’re not alone. Most organizations struggle with the burden of maintaining all the critical documents they will need to file taxes or complete an audit. And, of course, wondering whether or not you should hold on to a particular record only adds to the difficulty. The new year has just begun, so now is a perfect time to finally get those files in order. This time, though, you’ll have the advantage of knowing exactly what you need to keep.

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