Why making annual exclusion gifts before year end can still be a good idea
A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life,...
Keeping your family business in the family
A successful family business can provide long-term financial security for you as its owner, as well...
Retirement Tips: Catch-Up Contributions for 50+ Workers
Whether you didn’t save as much for retirement as you would have wished earlier in your career or...
Accelerating your property tax deduction to reduce your 2016 tax bill
Smart timing of deductible expenses can reduce your tax liability, and poor timing can...
Family mission statements promote a harmonious estate plan
Typically, much of the estate planning process focuses on money. But the most successful estate...
A brief overview of the President-elect’s tax plan for individuals
Now that Donald Trump has been elected President of the United States and Republicans have retained...
How accounting estimates are audited
Measuring accounting estimates involves some level of uncertainty. As a result, accounting...
Are Casualty and Theft Losses Deductible?
Casualty and theft losses can be tax deductible but are hard to claim.
3 ways to get started on next year’s budget
As the year winds down, business owners have a lot to think about. One item that you should keep...
It’s time to “harvest” investment losses
If you hold investments outside of tax-advantaged retirement plans, you may be able to take steps...