Insights

For unmarried couples, estate planning is indispensable

When married couples neglect to prepare an estate plan, state intestacy laws step in to help...

Are you ready to expand to a second location?

Most business owners want to grow their companies. And one surefire sign of growth is when...

Volunteers are assets nonprofits must protect

How much are your volunteers worth? The not-for-profit advocacy group Independent Sector estimates...

Tax Savings Tip: Qualifying Your Vacation Home as a Rental

Do you own a vacation home? If you both rent it out and use it personally, you might save tax by...

2018 Q4 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...

Do you need to make an estimated tax payment by September 17?

To avoid interest and penalties, you must make sufficient federal income tax payments long before...

Is Your Wealth Concentrated in One Stock?

Estate planning and investment risk management go hand in hand. After all, an estate plan is...

Salvaging Investment Expenses under the Tax Cuts and Jobs Act

Investment expenses that have traditionally been deducted on Schedule A as a miscellaneous itemized...

Prepare for valuation issues in your buy-sell agreement

Every business with more than one owner needs a buy-sell agreement to handle both expected and...

How to reduce the tax risk of using independent contractors

Classifying a worker as an independent contractor frees a business from payroll tax liability and...