A Guide to Tax Filing for Seniors
As you age, tax season continues to be the one annual event that you spend the rest of your year preparing for. When it’s time to file taxes, it’s best to have what you need at your fingertips – and … Read More
Trust Benefits for Seniors to Consider
A trust may take effort and time to plan, but it can be worth it for individuals who are planning a will or retirement or who want to manage family wealth. If you’re on the fence about trusts and how … Read More
Tax Filing for Seniors: 4 Reasons You Need Professional Services
Doing your own taxes may seem like a good idea, but if done incorrectly, you could run into trouble. Misinformation may lengthen the time it takes to receive your tax refund. When it comes to tax filing for seniors, you … Read More
What is the Probate Process?
If you’ve ever written a will or begun the process, you have likely heard the word: probate. It’s not always a word with bad connotations. In some cases, it may even be helpful. The team at Marcia Campbell, CPA is … Read More
2022 Tax Season Tips for Seniors
Tax season is officially here. January 24th, 2022 marked the first day that the IRS will be receiving tax returns for 2021. With an earlier start date than last year, eager folks are beginning to prepare their tax returns sooner … Read More
Senior-Friendly Activity Ideas for Winter
In the colder months, people often prefer to stay indoors and bask in the warmth of their homes. Rather than stay in all winter, independent seniors and family members seek to find new adventures for the whole family to enjoy. … Read More
How to Help Aging Parents Before Tax Season
As we grow older, we become independent and learn to handle things on our own. However, in our golden years, independence becomes complicated and easy tasks may become difficult to accomplish alone. Concerned adult children want to relieve their aging … Read More
Senior Financial Management Resolutions for 2022
When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions for many, and it’s just as important for seniors – especially the financial goals. Financial … Read More
A Beginner’s Guide to Trusts and Trust Accounting
As people age, it’s important to consider your best options to live the rest of your life comfortably and take care of those you leave behind. One way that you can do this is by setting up a trust. Are … Read More
Trust Accounting: Am I Entitled as a Beneficiary?
When a person with a trust passes away, an appointed trustee takes over handling the deceased’s affairs, such as distribution of assets. The trustee has an obligation to do right by the beneficiaries by fulfilling the trustee’s role as the … Read More