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Relocating Into or Out of a Community Property State Requires Extra Estate Planning

When a married couple lives in a community property state, the money earned and property acquired by either spouse during their marriage generally belongs to the “community.” This means that each spouse has an undivided one-half interest in the property (regardless of how property is titled). Then, when one spouse

December 15th, 2016|

Tax Tip: Ensure Your Year-End Donations Will be Deductible on Your 2016 Return

To ensure year-end charitable donations will be deductible on your 2016 return, you must make them by Dec. 31. A donation generally is “made” at the time of its “unconditional delivery.” The delivery date depends in part on what you donate and how you donate it: for a check, the

December 13th, 2016|

How Accounting Estimates are Audited

Measuring accounting estimates involves some level of uncertainty. As a result, accounting estimates — such as allowances for doubtful accounts, impairments of long-lived assets, and valuations of financial and nonfinancial assets — require extra attention from auditors. Here’s a closer look at the current standards for auditing estimates and examples

December 8th, 2016|

Have You Addressed Elderly Parents in Your Estate Plan?

Your estate plan likely accommodates your spouse, children and grandchildren. But have you overlooked your parents? How can you best handle their financial affairs in the later stages of life? You may want to incorporate their needs into your own estate plan while tweaking, when necessary, the arrangements they’ve already

December 1st, 2016|

Tax Breaks for Parents

Sarah J. Fischer,  CPA Grand Junction Office   From the moment you take your newborn baby home, to the time you help them out of the nest, there will be numerous costs you will incur in the 20-something years in between.  The U.S. Department of Agriculture says it costs the

November 29th, 2016|
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