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We are committed to bringing you the latest news and impacts related to the Coronavirus and business operations—COVID-19 Resources. In addition, we can help navigate the challenges ahead.

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4 Tips for Managing a Large Inheritance

Posted by Casey Haggerty on December 28, 2020

Casey Haggerty Casey Haggerty

Receiving a large inheritance may sound appealing to most, especially in an era where many have gone through two large financial depressions. However, there are many things that need to be considered. Here are some important tips for managing a large inheritance.

Read more

Private Client Services: An Introduction

Posted by Margaret Amsden on December 1, 2020

Owners of closely-held businesses are passionate about what they do, masters of their practice, and driven to succeed. When it comes time to plan for the future, Private Client Services (PCS) is the partner that helps business owners take on the future with the same confidence they have in their business.


Read more

What You Need to Know! President-Elect Biden’s Tax Plan

Posted by Sarah Russell on November 9, 2020

Now that presumed U.S. President-Elect Joe Biden has been named, many people may be wondering what his tax plan looks like and whether there is anything they can do now to prepare for changes that may be coming. Here are some important highlights of his plan.


Read more

Rethinking Your Retirement Funding Options

Posted by Margaret Amsden on September 1, 2020

As a result of market fluctuations over the past six months, many taxpayers have seen a decline in the value of their retirement portfolios, so now may not be the best time to draw from your retirement savings, even if you are eligible. Here is some guidance regarding Social Security and IRA Distributions.


Read more

Estate Planning 101

Posted by Margaret Amsden on August 17, 2020

With all of the change in 2020, now is an ideal time to revisit your estate plan. Learn about the essentials of estate planning and why it's important to review and update your plans on a regular basis.


Read more

Life Insurance: Key to Financial Planning

Posted by Clayton & McKervey on May 19, 2020

The fact that life insurance pays money to cover your bills and burial after you die is not a secret. Aside from that, there are many other reasons to have life insurance, but most people are woefully unaware of the benefits of doing so and the process of obtaining it in the first place.


Read more

Important Changes to W4 Exemptions

Posted by Margaret Amsden on February 2, 2020

How many exemptions to claim on a W-4 is an age-old question.  Unfortunately, the way withholding is computed has changed and there is now a bit more to consider.


Read more

Planning for Retirement: Just When You thought You Knew the Rules!

Posted by Margaret Amsden on December 27, 2019

As 2019 winds to a close, Congress gets busy and passes a law that changes much of what we all thought we knew about planning for retirement, and how Individual Retirement Accounts (IRAs) and 401k Plans work. 


Read more

Maximizing the Tax Benefit of Charitable Giving

Posted by Margaret Amsden on December 3, 2019

With the tax law changes that became effective in 2018, the average person has potentially lost the benefit of their charitable contributions.  However, there are several very straightforward options that you may be able to take advantage of.


Read more

Getting Ready for Year-End Planning

Posted by Margaret Amsden on October 28, 2019

Every year brings a list of information filing requirements necessary to make sure that payees have the information needed to file their taxes. To assist with year-end business reporting, Clayton & McKervey has identified some items for you to consider.


Read more

Estate Planning After Tax Reform

Posted by Casey Haggerty on August 1, 2018

As many are aware by now, the Tax Cuts and Jobs Act (TCJA) that was passed into law this past December has had a significant impact on many different areas of tax law. Estate and transfer taxes are no exception.


Read more

Estate Planning Strategies for Uncertain Times

Posted by Margaret Amsden and Casey Haggerty on November 14, 2017

Among the many rumors surrounding tax reform, several concepts have surfaced regarding what lies ahead with respect to the estate tax. In general, the …


Read more

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4 Tips for Managing a Large Inheritance

Posted by Casey Haggerty on December 28, 2020

Casey Haggerty Casey Haggerty

Receiving a large inheritance may sound appealing to most, especially in an era where many have gone through two large financial depressions. However, there are many things that need to be considered. Here are some important tips for managing a large inheritance.

Read more

Private Client Services: An Introduction

Posted by Margaret Amsden on December 1, 2020

Owners of closely-held businesses are passionate about what they do, masters of their practice, and driven to succeed. When it comes time to plan for the future, Private Client Services (PCS) is the partner that helps business owners take on the future with the same confidence they have in their business.


Read more

What You Need to Know! President-Elect Biden’s Tax Plan

Posted by Sarah Russell on November 9, 2020

Now that presumed U.S. President-Elect Joe Biden has been named, many people may be wondering what his tax plan looks like and whether there is anything they can do now to prepare for changes that may be coming. Here are some important highlights of his plan.


Read more

Rethinking Your Retirement Funding Options

Posted by Margaret Amsden on September 1, 2020

As a result of market fluctuations over the past six months, many taxpayers have seen a decline in the value of their retirement portfolios, so now may not be the best time to draw from your retirement savings, even if you are eligible. Here is some guidance regarding Social Security and IRA Distributions.


Read more

Estate Planning 101

Posted by Margaret Amsden on August 17, 2020

With all of the change in 2020, now is an ideal time to revisit your estate plan. Learn about the essentials of estate planning and why it's important to review and update your plans on a regular basis.


Read more

Life Insurance: Key to Financial Planning

Posted by Clayton & McKervey on May 19, 2020

The fact that life insurance pays money to cover your bills and burial after you die is not a secret. Aside from that, there are many other reasons to have life insurance, but most people are woefully unaware of the benefits of doing so and the process of obtaining it in the first place.


Read more

Important Changes to W4 Exemptions

Posted by Margaret Amsden on February 2, 2020

How many exemptions to claim on a W-4 is an age-old question.  Unfortunately, the way withholding is computed has changed and there is now a bit more to consider.


Read more

Planning for Retirement: Just When You thought You Knew the Rules!

Posted by Margaret Amsden on December 27, 2019

As 2019 winds to a close, Congress gets busy and passes a law that changes much of what we all thought we knew about planning for retirement, and how Individual Retirement Accounts (IRAs) and 401k Plans work. 


Read more

Maximizing the Tax Benefit of Charitable Giving

Posted by Margaret Amsden on December 3, 2019

With the tax law changes that became effective in 2018, the average person has potentially lost the benefit of their charitable contributions.  However, there are several very straightforward options that you may be able to take advantage of.


Read more

Getting Ready for Year-End Planning

Posted by Margaret Amsden on October 28, 2019

Every year brings a list of information filing requirements necessary to make sure that payees have the information needed to file their taxes. To assist with year-end business reporting, Clayton & McKervey has identified some items for you to consider.


Read more

Estate Planning After Tax Reform

Posted by Casey Haggerty on August 1, 2018

As many are aware by now, the Tax Cuts and Jobs Act (TCJA) that was passed into law this past December has had a significant impact on many different areas of tax law. Estate and transfer taxes are no exception.


Read more

Estate Planning Strategies for Uncertain Times

Posted by Margaret Amsden and Casey Haggerty on November 14, 2017

Among the many rumors surrounding tax reform, several concepts have surfaced regarding what lies ahead with respect to the estate tax. In general, the …


Read more

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  • Nina Wang
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  • Ruben Ramirez
  • Sarah Russell
  • Sue Tuson
  • Tarah Ablett
  • Teresa Gordon
  • Tim Finerty
  • Tim Hilligoss
  • Wendy Reedy

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