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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than […]

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Business Inventory

This month, we’ve discussed taking inventory of things we own, use and have at home.  What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow.  How often do you take inventory or pay attention to what you use within

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What is the “Estate Tax”?

Taxes are in the news of late.  There is one particular tax that gets a lot of press – the “estate tax”.  Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life.  Taxes come

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Advisory Perspective Series – Hawley Woods Gray

Providing perspective from experts is a monthly feature on our Blog.  We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance.  These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It

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Passport Awareness

Did you know that September is “Passport Awareness Month”?  I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights.  As someone who has had a valid passport for 30+ years, the

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Advisory Perspective Series – Theresa Klass

September, here we come!  Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create.  Professionals are trained in their areas of expertise.

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Starting from Scratch

It is humbling to watch the power of a hurricane.  This weekend, we see evidence of this with Hurricane Harvey in Texas.  This hurricane grew to a Cat 4 as it slammed into the east Texas coast.  It’s continuing impact is reeking havoc due to the deluge of rain and continuing winds.  Watching the coverage

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Buy the Farm

Did you know that the origin of the phrase “buy the farm” from the US Air Force in the 1950’s?  A story about its origin was told in an issue of American Speech in 1955. “Jet pilots say that when a jet crashes on a farm the farmer usually sues the government for damages done to

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Impact of Stress to our Bodies

Fast paced life is “part and parcel” of our existence these days it seems.  We constantly seek to fit it all in at work and home.  Speed, deliverables, client focus, customer care, ROI, interaction, engagement, quality time with family, friends, hobbies, passions  – so much, how do we keep it all in check? Meeting a

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Medicaid Information / Facts

In business and in life, I’ve come to understand the value of expanding my awareness through learning information and facts.  These days it seems that finding information and facts is a process of sifting through opinions.  How we determine fact from fiction amidst growing sources today is akin to “finding the needle in a haystack”!

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