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Naming a Trustee May Be One of the Most Important Decisions of Your Life
When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid...
To help you understand the implications of the recent Corporate Transparency Act
We have prepared a selection of frequently asked questions.
1 min read
M&A Transactions: Avoid Surprises From the IRS
If you’re considering buying or selling a business — or you’re in the process of a merger or acquisition — it’s important that both parties report...
Do You Have the Correct Amount of Insurance?
As risk management consultants, we don't sell insurance. Instead, we analyze a company's exposure to loss and recommend the best procedures and...
Consultants Can Help Your Business Achieve Success
Like business executives, you may have expertise in marketing, production and sales. Yet the short and long-term profitability of your company relies...
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Assets with Sentimental Value Require Extra Planning
When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important to...
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Bartering: A Taxable Transaction Even If Your Business Exchanges No Cash
Small businesses may find it beneficial to barter for goods and services instead of paying cash for them. If your business engages in bartering, be...
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Create a Plan for Family Business Succession
Sooner or later, it will be time to "hand over the reins" to the younger generation. But it's not as simple as walking out the door at retirement...
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Starting a New Business or Organization
When starting a new venture, there are a variety of entity choices -- although some will be easily ruled out based on your operation. Most entities...
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Which Entity Is Most Suitable for Your New or Existing Business?
The Tax Cuts and Jobs Act (TCJA) has changed the landscape for business taxpayers. That’s because the law introduced a flat 21% federal income tax...
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If Your Kids Are off to Day Camp, You May Be Eligible for a Tax Break
Now that most schools are out for the summer, you might be sending your children to day camp. It’s often a significant expense. The good news: You...
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Key Questions to Ask Before Joining Another Business
Merging with another company can be the most efficient way to grow -- if you plan carefully. Failed mergers and acquisitions are often the result of...
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Leave Your Mark with a Dynasty Trust
If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you. And, thanks...
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It’s a Good Time to Check Your Withholding and Make Changes, If Necessary
Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted in surprises. Some filers who have gotten a refund in...