Year-End Best Practices for Family Foundations: Strengthen Governance and Compliance
As the year comes to a close, family foundations have an important opportunity to review their governance practices,…
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Gift and Estate Tax Changes Coming in 2023, What You Need to Know to Prepare
As the lifetime gift tax exclusions and estate tax exemption sunset draws closer, planning for future annual gifting…
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Settling an Estate: A To-Do List for Executors
When a loved one passes away, there is a lot to think about during this difficult time. If…
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How to Beat the Odds and Successfully Transition Your Family Business
If you want to find examples of failed family business transition plans, you don’t have to search very…
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Making Technology Work for You: 5 Tips for Proactive Digital Estate Planning
While the current estate tax exemption is higher than most people will qualify for at $11.4 million, estate…
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The Supreme Court Case That Will Impact Your Estate and Trust Planning
As states have become increasingly aggressive to generate tax revenue, the US Supreme Court issued a unanimous decision…
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How More Vacation Time Can Lead to a More Valuable Business
Now is the perfect time to head out to that overdue vacation. Americans in general, and especially business…
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Tax Reform Provisions Impacting Trusts and Estates
The Tax Cuts and Jobs Act has made several sweeping changes to different areas of the tax law.…
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Prepare for the Future of Your Company with Business Transition Planning
Business owners invest their time, energy and resources into building their business into a successful enterprise. Yet, many…
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Last Minute Tax Email Scam Targeting Businesses
A dangerous email tax scam is targeting employers across the country, including businesses, school districts and not-for-profit organizations.…
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