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...
You don’t have to take business insurance costs sitting down
Adequate insurance coverage is, in many cases, a legal requirement for a business. Even if it’s not...
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...
Loans Between Business and Owners: Ensure Compliance
It’s common for closely held businesses to transfer money into and out of the company, often in the...
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...
Coverdell ESAs: Tax-Advantaged Savings for School Costs
With school letting out you might be focused on summer plans for your children (or grandchildren)....
Put your income statement to good use
By midyear, most businesses that follow U.S. Generally Accepted Accounting Principles (GAAP) have...
Are your retirement savings secure from creditors?
A primary goal of estate planning is asset protection. After all, no matter how well your estate...
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...
Operating Across State Lines: Tax Risks
It’s a smaller business world after all. With the ease and popularity of e-commerce, as well as the...