Tax Preparation

The Scary Side of a Generous Gift

Oct 29, 2026

Imagine inheriting a cottage on one of Michigan's beautiful lakes. It's the place where your fami...

Unmarried and Committed. Are You Legally Protected?

Sep 18, 2026

There is no form to fill out when a relationship becomes serious. No document arrives after five ...

Inherited IRAs: What You Don’t Know Could Cost You in Taxes

Mar 24, 2026

Tax Implications of Inheriting Retirement Accounts Inheriting a retirement account such as an IRA...

A Guide to Estate Tax Planning

Jan 28, 2025

If you have worked hard to amass wealth during your lifetime, or have been a careful steward of weal...

The IRS’ 2023 Dirty Dozen

May 10, 2023

Let’s face it: few people really enjoy doing taxes, and even fewer enjoy paying them. That makes m...

Inherited IRA Distributions Beneficiary Requirements

Nov 22, 2022

Individual retirement accounts, or IRAs, are a tax-advantaged way to save for retirement. If you hav...

Year-End Tax Planning for 2022

Nov 11, 2022

As of this writing, we are only about six weeks away from the end of 2022. If you have a lot to do b...

Cost of Living Adjustment Numbers for 2023

Nov 10, 2022

The Internal Revenue Service recently announced the 2023 inflation adjustments for dozens of tax pro...

What Is the Michigan State Real Estate Transfer Tax (Srett) Refund Rule?

Apr 20, 2022

In Michigan, certain homeowners are eligible for a refund of the state real estate transfer tax (SRE...

2022 Tax Year Inflation Adjustments

Dec 09, 2021

Inflation has been in the news lately, with impacts on everything from the price of a gallon of milk...