At this time of year when we clean our homes, and occasionally find things that we forgot that we had, we can easily overlook our ‘digital assets’.  As more and more of our lives are conducted online (such as on Facebook, Twitter, Youtube and other social media), and as more and more of our personal […]

At this time many of us tend to review the past year, to learn from it, and ensure that we are prepared for the new coming year. I thought that a checklist would help in the estate planning realm:  Do you know what you own? Where is it located? What is the contact information for […]

The end of the year is nigh! December 31 is a cutoff date for several tax benefits that you might be eligible to enjoy. Come hear what they are. If you are planning your end of year taxes, it’s a good time to implement some other ideas as well! Learn how to prepare your Will, […]

I’ve been waiting for a case like this to come down – Taxpayer who resides outside the U.S., whom the IRS pursues for penalties as a result of a compliance procedure: http://www.step.org/news/irs-pursues-canadian-resident-who-refused-pay-offshore-penalty