The tax rules for legal awards and settlements: What recipients should know
If you’ve recently received a settlement or award from a [...]
Have you and your spouse coordinated your estate plans?
When it comes to estate planning, married couples often assume [...]
4 ways business owners can make “the leadership connection”
To get the most from any team, its leader must [...]
Still have tax questions? You’re not alone
Even after your 2024 federal return is submitted, a few [...]
Why choosing the right trustee matters
It’s not uncommon for an estate plan to contain multiple [...]
Cost management is critical for companies today
Many business owners take an informal approach to controlling costs, [...]
The “wash sale” rule: Don’t let losses circle the drain
Stock, mutual fund and ETF prices have bounced around lately. [...]
Members of the “sandwich generation” face unique estate planning circumstances
Members of the sandwich generation — those who find themselves [...]
EBHRAs: A flexible health benefits choice for businesses
Today’s companies have several kinds of tax-advantaged accounts or arrangements [...]
Explore SEP and SIMPLE retirement plans for your small business
Suppose you’re thinking about setting up a retirement plan for [...]
