Business Succession Planning Insights

Tax Prep, Planning & Strategy

Review your estate plan in the midst of a major life shock

Generally, it’s recommended that you review your estate plan at year’s end. It’s a good time to check whether any life events have taken…

Tax Prep, Planning & Strategy

Using your financial statements during an economic crisis

The economic fallout from the coronavirus (COVID-19) pandemic has forced business owners to reevaluate their operations and make difficult decisions.…

Tax Prep, Planning & Strategy

WCS Featured in I95 Business – Read more about our Transformation!

WCS recently had the honor of being featured in I95 Business. Gathering insights from several of our partners, I95 dives into our physical and…

Tax Prep, Planning & Strategy

The IRS announces new COVID-19-related assistance for taxpayers

The IRS and the U.S. Department of Treasury have announced new relief for federal taxpayers affected by the coronavirus (COVID-19) pandemic.…

Tax Prep, Planning & Strategy

CARES ACT changes retirement plan and charitable contribution rules

As we all try to keep ourselves, our loved ones, and our communities safe from the coronavirus (COVID-19) pandemic, you may be wondering about…

Tax Prep, Planning & Strategy

Cash payments and tax relief for individuals in new law

A new law signed by President Trump on March 27 provides a variety of tax and financial relief measures to help Americans during the coronavirus…

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