Newsletters

• Don’t Take the Bait: Top Tax Scams in 2025

  As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

• REITs Offer Income and Diversification

  Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

• Strategies for Smarter Giving

  In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

• Could Employee Ownership Be Part of Your Succession Plan?

  An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.