Watch out for Unemployment Compensation Scams

Watch out for Unemployment Compensation Scams

Unemployment compensation fraud has become quite widespread in Pennsylvania and we would like to provide some information to help you protect your identity. 1.    Warning signs that your identity has been used to file false claim(s): You received some type of...
IRS issues rare PLR on Sec. 1202

IRS issues rare PLR on Sec. 1202

There’s a lesser known and often under-utilized part of the Internal Revenue Code, Section 1202, that can offer a significant tax break for non-corporate taxpayers. Known as the Small Business Stock Gain Exclusion, Section 1202 allows an exemption from federal tax for...
Estate Planning Primer Part 3: Goals & Strategy

Estate Planning Primer Part 3: Goals & Strategy

If it’s time for you to retire or you’ve begun considering that life change, it’s very important that you develop a strategy that will meet your estate planning goals and outline how your legacy assets will be managed for your heirs. For financial planning purposes,...