Charles Rick

What are Wealth Transfer Strategies in an Election Year?

Have you considered what impact the election has on your wealth planning and the transfer of wealth to your children? There is a new focus by the Democratic party to reduce federal estate taxes to their historic norms if Joe Biden is elected President. Those of us...

What is this COVID payroll tax deferral all about?

COVID-19 has been a disaster for not just individuals, but for employers as well. The struggle to continue running your business and keep your employees paid all while many of your customers have lost their jobs and slowed down their spending has been a real disaster...