Industries Insights

Tax Prep, Planning & Strategy

Don’t worry! A broken trust can be fixed

There are good reasons why estate planning advisors recommend you revisit and, if necessary, revise your estate plan periodically: changing circumstances,…

Tax Prep, Planning & Strategy

Who needs an estate plan? You do!

Despite what you might think, estate planning isn’t limited to only the rich and famous. In fact, your family is likely to benefit from a comprehensive…

Tax Prep, Planning & Strategy

Leave a philanthropic legacy with a charitable remainder trust

Let’s say you’re charitably inclined but have concerns about maintaining a sufficient amount of income to meet your current needs. The good…

Tax Prep, Planning & Strategy

WCS wins ClearlyRated’s 2020 Best of Accounting Award!

WCS - WEYRICH CRONIN SORRA WINS CLEARLYRATED’S 2020 BEST OF ACCOUNTING AWARD FOR SERVICE EXCELLENCE Clients of winning firms are 1.9x more…

Tax Prep, Planning & Strategy

Is a self-directed IRA right for you?

Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp up the benefits of these…

Tax Prep, Planning & Strategy

Sec. 6166: Estate tax relief for family businesses

Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue…

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