2 min read
TCJA Planning for Gains & Losses: What You Need to Know
Fall is a good time to review year-to-date gains and losses on your investments. Not only can it help you assess your financial health, but it also...
To help you understand the implications of the recent Corporate Transparency Act
We have prepared a selection of frequently asked questions.
2 min read
Businesses Aren’t Immune to Tax Identity Theft
Tax identity theft may seem like a problem only for individual taxpayers. But, according to the IRS, increasingly businesses are also becoming...
2 min read
2 Ways to Ensure a Successful Family Business Transfer
For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from...
2 min read
Tax Deduction Ins and Outs of Donating Artwork to Charity
If you’re charitably inclined and you collect art, appreciated artwork can make one of the best charitable gifts from a tax perspective. In general,...
2 min read
Be Sure Your Employee Travel Expense Reimbursements Pass Muster with the IRS
Does your business reimburse employees’ work-related travel expenses? If you do, you know that it can help you attract and retain employees. If you...
1 min read
Claiming a Tax Deduction for Educator Expenses
When teachers are setting up their classrooms for the new school year, it’s common for them to pay for a portion of their classroom supplies out of...
2 min read
Estimated Tax Payments
To avoid interest and penalties, you must make sufficient federal income tax payments long before your April filing deadline through withholding,...
2 min read
Tailoring the Role of Trust Protectors in Estate Planning
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an...
2 min read
#1 Argument Against DIY Estate Planning
There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and...