David J Prothero, CPA, PC

06/15/2026

The rise of family governance has been boosted by President Donald Trump’s One Big Beautiful Bill, and families are encouraged to start meaningful conversations across generations — not just about the assets children may inherit and how to manage them wisely, but also about the values parents ho...

06/12/2026

Social Security planning starts at an early age. Here is what you should be doing now!

Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

06/11/2026

Women are givers by nature—especially when it comes to our financial priorities. Such choices may be selfless, but they also put women in a precarious financial position.

06/08/2026

Strategic family philanthropy requires more than good intentions. Learn how a family giving plan and clear framework strengthen impact and prevent reactive giving.

06/05/2026

Reminder: Second quarter estimated taxes are due Monday, June 15th.

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 15th.

06/04/2026

Millions of adult children are weighing a parent’s desire to age in place against the reality of becoming more vulnerable.

06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

06/01/2026

Is phased retirement for you? It may be if the thought of stopping work cold turkey is not appealing.

05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.