David J. Prothero, CPA, P.C.

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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• Building Financial Resilience Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger

• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break
• Find out how

IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break Find out how

• Mutual Funds: Do You Know What’s in Your Portfolio? It’s important for investors to understand the funds in their portfolios
• This article provides an overview of different types of funds

Mutual Funds: Do You Know What’s in Your Portfolio?

It’s important for investors to understand the funds in their portfolios This article provides an overview of different types of funds

• Small Businesses Are Short-Staffed and Overwhelmed The pandemic kicked off a severe labor shortage
• What can small-business owners do if they are struggling to meet staffing needs?

Small Businesses Are Short-Staffed and Overwhelmed

The pandemic kicked off a severe labor shortage What can small-business owners do if they are struggling to meet staffing needs?

• Estate Taxes Use this calculator to estimate the federal estate taxes that could be due on your estate after you die

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die

• Credit Card Debt How Long Will It Take to Pay my Balance? How Long Will It Take to Pay my Balance?
• Home Affordability Estimate of the maximum amount of financing you can expect to get when you begin house hunting

Estimate of the maximum amount of financing you can expect to get when you begin house hunting

• Lease Payment How much would your monthly lease payment be? How much would your monthly lease payment be?