News Articles


2017 Q3 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the second quarter of 2017.

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Is now the time for a charitable lead trust?

Families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT).

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You don’t have to take business insurance costs sitting down

Adequate insurance coverage is, in many cases, a legal requirement for a business.

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Pay attention to the details when selling investments

The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors.

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Dot the “i’s” and cross the “t’s” on loans between your business and its owners

It’s common for closely held businesses to transfer money into and out of the company, often in the form of a loan.

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Business owners: Put your successor in a position to succeed

When it comes time to transition your role as business owner to someone else, you’ll face many changes. One of them is becoming a mentor.

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Coverdell ESAs: The tax-advantaged way to fund elementary and secondary school costs

With school letting out you might be focused on summer plans for your children (or grandchildren).

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Put your income statement to good use

By midyear, most businesses that follow U.S. Generally Accepted Accounting Principles (GAAP) have issued their year-end financial statements.

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Are your retirement savings secure from creditors?

A primary goal of estate planning is asset protection.

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Business owners: When it comes to IRS audits, be prepared

If you recently filed for your 2016 income tax return (rather than filing for an extension) you may now be wondering whether it’s likely that your

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Operating across state lines presents tax risks — or possibly rewards

It’s a smaller business world after all.

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Worried about challenges to your estate plan? Make it no contest

Estate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes.

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