Transfer Assets Tax Efficiently with a GRAT
A properly structured grantor retained annuity trust (GRAT) can be a [...]
A psychiatric advance directive addresses mental health in your estate plan
You may be familiar with estate planning documents such as [...]
How to build a stronger workforce with a strategic onboarding process
U.S. Bureau of Labor Statistics data shows that hiring has [...]
Before you spend lottery, gambling or other winnings, understand the tax rules
It’s easy to focus on the excitement of a big [...]
IRS provides gift tax reporting relief for Sec. 530A account contributions
Section 530A accounts, also known as “Trump accounts,” are available [...]
Stress testing: A smart way to manage today’s business risks
Business owners today face no shortage of uncertainty. Persistent inflation, [...]
Midyear tax planning: Review opportunities to save taxes this year (or next)
Summer is a good time to see whether your income, [...]
Proper planning can ease the pain of the probate process
When a loved one passes away, settling his or her [...]
Building bench strength for effective succession planning
Every business will eventually face leadership transitions. Whether key people [...]
When the sale of an appreciated home triggers taxes — and when it doesn’t
Home values have risen significantly in many areas of the [...]