Videos What Is Tax Planning? March 11, 2026 2 mins read 552 Views Hi, I am Bette Hochberger, CPA, CGMA, If you are new here, welcome to my channel, and if you are returning, welcome back!Today I'm going to tell you.. Read More
Videos 3 Assets That Should STAY OUT Of A Living Trust March 6, 2026 3 mins read 111908 Views Would you like to learn more about creating a living trust? Schedule a free consultation here: In this video, we’re joined by special guest Amanda.. Read More
Trusts Understanding the Indiana Medicaid Spend-Down Rules March 4, 2026 6 mins read 198 Views Medicaid functions as a critical source of medical coverage for individuals and families who cannot afford the rising cost of healthcare. If you are.. Read More
Videos Is there an estate tax or death tax in Canada? The Wealthy Barber explains February 28, 2026 0 mins read 1396 Views David Chilton talks about inheritance tax in Canada and filing a final tax return.Learn more at Does Canada have an estate tax, a death tax or an.. Read More
Videos New Tax Law & Estate Planning Explained (2026) | What Still Works to Protect Your Wealth February 27, 2026 1 mins read 130 Views Are you prepared for how the new tax law affects your estate?In this webinar, estate planning and tax experts break down what the 2026 tax changes.. Read More
Taxes What Is Form 1099-B? Reporting Stocks and Other Investments February 17, 2026 10 mins read 317 Views Updated for tax year 2025. Did you sell any stocks or other investments during the tax year? If so, prepare […]The post What Is Form 1099-B?.. Read More