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Seven Questions to Ask When Hiring a Financial Advisor

By Philip Piedt, CFP® Managing your finances can be difficult. From Uncle Harry to the financial professional who was recommended by a colleague, it’s difficult to know whether you’re getting sound advice from anyone. Some people choose to manage their…

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IRS Aims to Ground More Offshore Accounts

Despite reduced resources due to recent budget cuts, the IRS is continuing its efforts to deter illegal tax evasion schemes. Instead of announcing its annual list of the “Dirty Dozen” tax scams for 2015 in one fell swoop, the agency…

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Estate Planning to Minimize Federal Income Taxes

The traditional estate planning approach, aimed at reducing estate tax values, is less relevant for the vast majority of individuals today than it was in the past. The American Taxpayer Relief Act of 2012 (ATRA) provides relatively generous estate tax…

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M&A Trends: What’s Hot and How to Help Prevent Pitfalls

Last year was the hottest year for mergers and acquisitions (M&As) since the financial crisis began, according to recent estimates from Thomson Reuters. And 2015 is expected to be even hotter. Are you contemplating buying or selling a business in…

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Whitney Coombs Joins Daszkal Bolton

December 15, 2014 – Whitney Coombs, CPA recently joined Daszkal Bolton as Tax Manager where she will oversee tax engagements serving middle market corporations as well as private equity groups and other investment organizations. Coombs brings with her seven years…

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