Why You Should Have all of Your Important Documents in One Place DOWNLOAD DOCUMENT Gathering and organizing your financial and legal documents, estate planning documents, personal information and online accounts can save you a lot of time and stress when you need to...
2021 Tax Information Sheet DOWNLOAD TAX INFORMATION SHEET 2020 was unlike any other year in recent history. Tax season is upon us, and many people have questions about rates, deductions, and filing information. Here is Versant’s downloadable 2021 Tax Information...
Your 2020 Tax Information Guide Keep up with the current tax laws Most of this year’s changes are tweaks to income or contribution limits, reflective of the effects of inflation in provisions within the tax guidelines. Here are the data points to be aware of in...
Erin Itkoe, CFP®, CPA®/PFS The end of the year is the time for celebrating the holidays with family and friends. It is also an opportune time to take advantage of tax planning strategies before the calendar flips to January. With the passing of the Tax Cuts and Jobs...
Celebrities, they’re just like us Aretha Franklin’s common estate planning mistake A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...
