Lower Business Values Strengthen the Case for Gifting August 20, 2020 by Hannah Thoms, CPA, M.S.F., CFP Uncategorized Read more > New Rules Benefit 529 College Savings Plans As An Estate Tool May 27, 2019 by Hannah Thoms, CPA, M.S.F., CFP Uncategorized Tags: estate planning, estate taxes, tax planning Read more > Estate Planning Basics January 29, 2018 by Hannah Thoms, CPA, M.S.F., CFP Estate Estate and Trust Tags: estate planning Read more > Evaluate Your Succession Plan December 28, 2017 by Hannah Thoms, CPA, M.S.F., CFP Financial Planning Tags: succession planning Read more > What is Succession Planning? November 20, 2017 by Hannah Thoms, CPA, M.S.F., CFP Financial Planning Tags: succession planning Read more > Financial Advice for Funeral Planning: Smart Decisions during an Emotional Time September 22, 2017 by Hannah Thoms, CPA, M.S.F., CFP Financial Planning Uncategorized Tags: Financial Planning, funeral planning Read more >