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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