Takeaways on Estate Planning Trends from Heckerling Institute

By Thomas P. Terry, CPA, Partner I spent the week of January 24 at the 53rdAnnual Heckerling Institute on Estate Planning provided by the University of Miami School of Law. As always, it was a week full of exceptional speakers with even better thoughts and ideas. Yes, this is what I do for fun while …

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Estate and Trust: Choosing the Executor of your Estate

Choosing a responsible, trusted individual to execute your estate plan and distribute assets according to your will is an important decision. You should select someone who has the ability to carry out the responsibilities of the role in a timely, detailed manner. Learn about preparing a will. An executor should: Have the ability to handle …

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Client Accounting Services: A Tailored Approach to your Business Accounting Needs

When we talk about Client Accounting Services (CAS), what we’re really talking about is providing an experienced team to help you with day-to-day accounting in order to free you up to run your business. CAS is often referred to as outsourced accounting or controllership accounting. The way technology has evolved has allowed us to serve …

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Estate and Trust: Getting your Will in Order

The loss of a loved one is difficult under any circumstance. Not having a will properly prepared and reviewed by legal and accounting professionals can compound the difficulty, even in the most loving families. The last thing you want is uncertainty regarding your family’s well-being or that of your business and employees. In this video, …

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