When You Might Not Need A Trust

When You Might Not Need A Trust

When it comes to estate planning, trusts are often employed to transfer wealth to the next generation. Trusts can provide numerous benefits, including asset protection, privacy, and control over the distribution of assets.  There are plenty of circumstances when  a...
Using Excel to Help With Your Taxes

Using Excel to Help With Your Taxes

Excel Spreadsheets When clients arrive at our office, some arrive with a shoebox full of receipts, while others are more organized and have spreadsheets and supporting statements ready for our review. The accuracy of a tax return depends on the quality of the...
Diamond & Associates CPAs