Discover if you qualify for “head of household” tax filing status
When we prepare your tax return, we’ll check one of [...]
Stepped-up basis rules can ease the income tax bite of an inheritance
With the federal gift and estate tax exemption amount set [...]
All change for the US
The new Trump administration is cutting a swathe through the [...]
Deduct a loss from making a personal loan to a relative or friend
Suppose your adult child or friend needs to borrow money. [...]
Incentive trusts: Use them to pass your wealth and values on to beneficiaries
If your estate planning goals include distributing your wealth while [...]
Weighing the pluses and minuses of HDHPs + HSAs for businesses
Will your company be ready to add a health insurance [...]
Planning for the future: 5 business succession options and their tax implications
When it’s time to consider your business’s future, succession planning [...]
What happens if you and your siblings inherit your parents’ home?
When estate planning, it’s common for parents to leave their [...]
How to evaluate and undertake a business transformation
Many industries have undergone monumental changes over the last decade [...]
Riding the tax break train: Maximizing employee transportation fringe benefits
There are some nice tax breaks for transportation-related employee fringe [...]
