Tax Considerations When a Loved One Passes Away
If a loved one passes away and you serve as the executor or inherit assets, you need to consider your duties and so some tax planning. Filing the Final Form 1040 for Unmarried Decedent If the decedent was unmarried, an…
Monthly Economic Update March 2020
In this month’s recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots. Monthly Economic Update Presented by Derek...
Read moreBlucora to Rename Wealth Management Business Unit as Avantax Wealth Management℠
Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to…
