Blog & Newsroom

It goes without saying that the death of one's spouse is typically an extremely difficult emotional trauma.  When one loses a spouse, the last thing on the surviving spouse’s mind is the tax issues to be addressed.  

As a trusted advisor, one’s CPA is often one of the first people notified when a client dies.  As a CPA, it is critical to know and understand both the legal and moral steps involved in helping a family cope with a death.