By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the second in a two-part series. Part 1 focused on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of spending time in multiple states during the year. For those that spend time living in more than one […]
Covid canceled our Christmas Party!
What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so many of your friendly faces and enjoy spending time with you outside of the office? Well, I’ll tell you what! Shakespeare is going to give […]
COVID-19 Relief Bill to Provide $900 Billion in Relief
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22. The bill provides relief to individuals, families and businesses who may still be struggling due to COVID-related issues. Some of the key provisions of this legislation include: Provisions to […]
Establishing Residency for State Tax Purposes
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the first of a two-part series. Part 1 focuses on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state. […]
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK. “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]
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