estate planning

Tax

Estate Planning Options Amid Uncertainty

Given the uncertainty of whether tax changes will be enacted and as of when, individuals who have not recently updated their estate plans should consider estate planning options, sooner rather than later.

DMLO CPAs August 31, 2021

Tax

The Hidden Advantage of Health Savings Accounts or HSAs

HSAs coupled with a high-deductible health plan can be a powerful tool for funding medical expenses on a tax-advantaged basis, and can play a helpful role in estate planning.

DMLO CPAs November 1, 2020

We can help you.

Our team has invested extensive time and resources developing specialized expertise and experience.

Facebook-f Linkedin Twitter Pinterest Instagram

9300 Shelbyville Rd, Ste 1100
Louisville, KY 40222
(502) 426-9660

|

301 E. Elm Street
New Albany, IN 47150
(812) 945-5236

|

131 E. Chestnut Street
Corydon, IN 47112
(812) 738-3516

Deming Malone Livesay & Ostroff. BBB Business Review

As an independent member of the BDO Alliance USA, DMLO has access to the resources of BDO USA, LLP as well as the global BDO network, the 5th largest accounting and consulting network in the world with 1,600+ offices in 167 countries and territories representing almost $10 billion in revenues.

Peer Review