life insurance

Tax Prep, Planning & Strategy

Tax Consequences of Employer Provided Life Insurance

Employer-provided life insurance is a coveted fringe benefit. However, if group term life insurance is part of your benefit package, and the…

Tax Prep, Planning & Strategy

IRS Guidance Addresses COBRA Assistance under ARPA

In Notice 2021-46, the IRS recently issued additional guidance on the COBRA premium assistance provisions of the American Rescue Plan Act (ARPA). Under…
self directed IRA

Estate & Wealth Transfer Planning

With a Self-Directed IRA, you Choose your own Investments

If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option,…
Cause Marketing


Reaping the Benefits of Cause Marketing

Starbucks, Nike, Pepsi, Uber and scores of other major companies regularly use cause marketing to burnish their image and reach customers. The…
ABLE accounts

Tax Prep, Planning & Strategy

ABLE Accounts may help Disabled or Blind Family Members

There may be a tax-advantaged way for people to save for the needs of family members with disabilities — without having them lose eligibility…
Is an LLC the Right Choice for your Small Business? | Management Advisory Services in MD | Weyrich, Cronin & Sorra

Management Advisory Services & Business Consulting

Is an LLC the Right Choice for your Small Business?

Perhaps you operate your small business as a sole proprietorship and want to form a limited liability company (LLC) to protect your assets. Or…

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