Everything you know about estate planning is dead! That’s what I told a new client who was explaining to me exactly how much they knew about my profession. This guy has turned into a very good client, but he definitely has the alpha personality – if you’re into DISC assessments, he is a high D. …
Today we are going to discuss the future of taxation and we have to be really careful because when it comes to taxes nothing is ever known. Let me explain what I mean. You might be aware of something called “tax brackets” and you might even understand that the brackets are set so that as …
Let’s take a quick journey down the path of the history of taxes. I’m a big fan of history, so I have to do everything I can to contain my temptation to expand upon what I want to talk about in this episode, so let me start a little more broadly than you might think …
I often get asked, “When is a will OK?” Talk about a question that doesn’t narrow down the universe very much! A one-word answer to that question can range from “Never” to “Always!” What I usually assume as underlying concerns when people as me, “When I a will ok?” are the following questions all packed …
When is a Will ok? Guide for Illinois based Tax Planner Read More »
I often get asked about who needs trust, who does not need trust, and why do you like trust so much? Frankly, that question often comes from referral sources of mine at the very outset of our relationship who are concerned that I’m just going to try and fit everybody to one kind of plan. …
Why Do We Need Trusts? Why Is It Important To Form Trusts In Illinois? Read More »
Reverse the payable entries with a debit and decrease your Cash account with a credit. She has worked in the private industry as an accountant for law firms and ITOCHU Corporation, an international conglomerate accounting for payroll that manages over 20 subsidiaries and affiliates. Matos stays up to date on changes in the accounting industry …
What kind of records should I keep Internal Revenue Service Read More »
This website is for informational purposes only. Ayers Rock Planning, Inc does not render or offer to render personalized financial advice or investment advice through this website. The purpose of this website is to provide general information about Ayers Rock’s services. Ayers Rock, by promulgating this website, is in no way soliciting or offering to sell securities, life insurance products, financial advice, or investment advice or advisory services.
This website uses cookies to ensure you get the best experience on our website. By continuing to browse on this website, you accept the use of cookies for the above purposes.