Estate Planning for the Sandwich Generation

​by H2R CPA Team The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support. As a result, estate planning — which traditionally focuses on providing for … Read more

Should I be worried about the Equifax data breach?

by H2R CPA Team What happened?On September 7, 2017, Equifax, one of the three main American credit reporting agencies, announced a massive cybersecurity incident that exposed consumer information – including names, addresses, birth dates, and Social Security numbers – leaving millions vulnerable to identity theft. What can I do?1. To check if you or anyone … Read more

Tax Planning Guide 2017

by H2R CPA Team In recent years, tax reform has provided significant savings to individuals, families, investors, and businesses. To help you make the most of the current tax breaks, H2R CPA’s Tax Planning Guide 2017 offers tips for minimizing your tax liabilities and maximizing your potential savings. In addition to year-round pointers, we offer suggestions … Read more

Do you have Unclaimed Property at the Pennsylvania Treasury?

by H2R CPA Team​ The Pennsylvania Treasury reports that it is currently holding $2.3 billion in unclaimed property. It also estimates that one in ten Pennsylvania residents have unclaimed property waiting for them. Could some of this property be yours? Sources of unclaimed property include: Abandoned bank accounts Forgotten stocks and bonds Uncashed checks, including paychecks Proceeds … Read more