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No matter how much effort you’ve invested in designing your estate plan,
your will, trusts and other official documents aren’t enough. You should also
create a “road map” — an informal letter or other document that guides your family in understanding and executing your plan and ensuring that
your wishes are carried out. Your road map should include, among other things:

• A list of important
  contacts, including your estate planning attorney, accountant, insurance agent
  and financial advisors,
• The location of your will, living and other

Of course April 15 is the biggie when it comes to second quarter tax deadlines, but a couple other important dates need to hit the calendars of some taxpayers.

The specifics of the April 15 deadline are important to note. This is the last day to file or extend your 2018 personal return and make any tax payment that is due. April 15 is also the deadline to file 2018 returns for trusts, calendar year estates, C-corps and FinCEN Form 114 ("Report of Foreign Bank and Financial Accounts", although an…

By: David J. Gruber, CPA- Director of Risk Advisory Services

The Sarbanes-Oxley Act of 2002 (often shortened to SOX) is legislation passed by the U.S. Congress to protect shareholders and the general public from accounting errors and fraudulent practice on the enterprise, as well as improve the accuracy of corporate disclosures.  Section 404 of Sarbanes-Oxley mandates public companies to issue an internal control report that contains management’s assertions regarding the effectiveness of the company’s internal control structure and procedures over financial reporting.

Section…