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...
HSA + HDHP can be a winning health benefits formula
If you’ve done any research into employee benefits for your business recently, you may have come...
Play your tax cards right with gambling wins and losses
If you gamble, be sure you understand the tax consequences. Both wins and losses can affect your...
Assessing the S Corp: Advantages, Eligibility, and More
The S corporation business structure offers many advantages, including limited liability for owners...
Use pay-ratio disclosures with caution
Starting in 2018, certain public companies must disclose the ratio of their CEO’s annual...
How Tax-Qualified LTC Insurance Can Cover Long-Term Care
No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved...
6 ways to get more value from an IT consultant
IT consultants are many things — experts in their field, champions of the workaround and,...