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Raising Money-Smart Children
If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations....
To help you understand the implications of the recent Corporate Transparency Act
We have prepared a selection of frequently asked questions.
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IRA Charitable Rollover - Even More Beneficial in 2018
If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations without...
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Will a Cost Segregation Study Help Your Business Accelerate Depreciation Deductions?
Businesses that acquire, construct or substantially improve a building — or did so in previous years — should consider a cost segregation study. It...
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Want to Retire Abroad? Review Your Estate Plan First
If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale, it’s important to...
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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...
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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...
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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...
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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,...
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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...
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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...
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Estimated Tax Payments
To avoid interest and penalties, you must make sufficient federal income tax payments long before your April filing deadline through withholding,...
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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...
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#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...