Insights

3 breaks for business charitable donations you may not know about

Donating to charity is more than good business citizenship; it can also save tax. Here are three...

Why Leaving Assets to Specific Heirs Is a Risky Move

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you...

Seasonal business? Optimize your operating cycle

Every business has some degree of ups and downs during the year. But cash flow fluctuations are...

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...

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)....