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2018 Tax Updates — How the Tax Cuts and Jobs Act will affect the taxation of businesses and individuals.

Wednesday, Jan 17, 2018

2018 Tax Updates — How the Tax Cuts and Jobs Act will affect the taxation of businesses and individuals.

As you likely know, there have been some recent changes to our tax laws based on the December 20 passage of H.R.1... Read more »

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Completing Action Items Ensures an Effective, Efficient Process for Estate Planning

Wednesday, Oct 14, 2015

Completing Action Items Ensures an Effective, Efficient Process for Estate Planning

I recently met with the daughter of one of my estate planning clients. The last time we spoke was more than three... Read more »

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Planning Lessons from the Real Estate Industry

Monday, Feb 2, 2015

Planning Lessons from the Real Estate Industry

I work with real estate developers, investors, and Realtors on nearly a daily basis, and I am always impressed by the transformation... Read more »

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Saving Money by Planning

Wednesday, Apr 9, 2014

Saving Money by Planning

Our clients, a husband and wife, owned a sizable family farm comprised of numerous parcels of real estate, and also owned various... Read more »

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Tax Code Changes – Will They Impact You?

Wednesday, Feb 27, 2013

Tax Code Changes – Will They Impact You?

by Charles E. McWilliams, Jr. As tax season approaches I receive more frequent questions from my clients about what impact, if any,... Read more »

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The Estate Tax and Gifting Game of 2012

Tuesday, Oct 9, 2012

The Estate Tax and Gifting Game of 2012

Nearly every time I go into an estate planning meeting the first question my client asks is, “What’s going to happen with... Read more »

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