Estate Planning Isn’t Just for the Rich and Famous

Estate Planning Isn’t Just for the Rich and Famous

Nearly everyone should consider updating his or her estate plan. This is smart advice even if you’re not currently exposed to the federal estate tax. Year end can be a convenient time to reflect on major life changes and plan for the future, including devising...
Get to Know Mark Wheeler, Hantzmon Wiebel Manager

Get to Know Mark Wheeler, Hantzmon Wiebel Manager

Artifacts from all over the world and handmade wooden pieces adorn Mark Wheeler’s office and reflect his interests. Mark majored in history at Saint Lawrence College in Upstate New York and has traveled and lived all over the world. His dad was a professor at...
Don’t Charge Your Phone There!

Don’t Charge Your Phone There!

It’s easy to think that charging your phone at a convenient, free, charging station is safe. It’s not. In fact, cybercriminals are hoping you will let your guard down and plug in. When you use a kiosk charging station in a public place, you could be compromising...
Direct Deposit Scam

Direct Deposit Scam

Scammers are becoming more and more creative each and every day. Lately, it seems like every week a new scam comes out that can affect almost any organization. Last month was no exception. It’s important to constantly review procedures to prevent being taken advantage...
How to Reduce the Tax Hit on Soon-to-Be-Developed Land

How to Reduce the Tax Hit on Soon-to-Be-Developed Land

In many places, real estate prices are soaring. That’s good news for owners of undeveloped land in those areas. But if they decide to subdivide and develop highly appreciated property, it could trigger a whopping income tax bill. Fortunately, there’s a way...
Year-End Tax Planning Moves for Small Businesses

Year-End Tax Planning Moves for Small Businesses

It’s hard to believe 2019 is almost over! It’s been a busy year in many sectors, often forcing small business owners to put tax planning on the back burner while they’ve tended to daily business operations. But procrastinate no longer. Consider the...