About Us

A Blessing In Disguise by Holly Hinkle, Financial Planning Assistant

One thing I had never imagined was switching jobs within in my first year of my professional career. With that being said, I can honestly say it has been one of the best things that has come out of 2020! Public accounting was time-consuming, stressful (especially during busy season), and I was just another employee,… Continue reading A Blessing In Disguise by Holly Hinkle, Financial Planning Assistant

Wealth Transfer

Charitable Donation Notes for 2020

Updates for Donors: CARES ACT The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax benefits for donors to non-profits. One will mostly benefit low- and middle-income households. The other mostly will benefit a relative handful of high-income givers and may accelerate their donations to non-profits. Here’s what you need to know:… Continue reading Charitable Donation Notes for 2020