Estate & Gift Tax Exemptions – Will the Barn Door Close?

calculator and tax documents

Tom Virkler, JD – Director, CPS Advanced Markets About the Author Tom Virkler is our estate planning attorney at CPS Insurance. He works with PJ Johnson and I to align life and long term care insurance with estate and business planning goals. He focuses on issues of income and transfer taxation that attend the sale, […]

My Why Mompreneur

stephanie dannebaum crm implementation consultant and her husband and child

2020 was quite an eventful year, however it will be a year I will remember forever for more reasons than the Pandemic. It was the year I became a mother. My daughter, Olivia, has been the greatest blessing I could have ever asked for. She is funny, easy-going, loves to dance, and most of all […]