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Protect Your Business Management | Nicholas A. Papakyrikos
Priscilla Fuentes | Nov 3, 2023

Protect Your Business (and Your Family) with a Buy-Sell Agreement

Insurance
Family
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral
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Making Most of Your Tax Return | Nicholas A. Papakyrikos CPA
Priscilla Fuentes | Nov 3, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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IRS Changes Inheritance Rules | Nicholas A. Papakyrikos MA
Priscilla Fuentes | Nov 3, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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