Address mental health care in your estate plan with a psychiatric advance directive
It’s not uncommon for people to address the fact that [...]
Health care self-insurance and stop-loss coverage: What business owners need to know
For businesses, cost-effectively sponsoring a health insurance plan for employees [...]
Watch out for “income in respect of a decedent” issues when receiving an inheritance
Most people are genuinely appreciative of inheritances, and who wouldn’t [...]
Can a split annuity strategy help you achieve a balance in retirement?
You may be currently facing this dilemma: You’ve retired (or [...]
Why some businesses choose to execute a pivot strategy
When you encounter the word “pivot,” you may think of [...]
Don’t have a tax-favored retirement plan? Set one up now
If your business doesn’t already have a retirement plan, it [...]
Look it up: A glossary of key estate planning terms
Estate planning has a language all its own. While you [...]
7 common payroll risks for small to midsize businesses
If your company has been in business for a while, [...]
Keep these 3 issues in mind after you file your return
The tax filing deadline for 2023 tax returns is April [...]
A general look at generative AI for businesses
If you follow the news, you’ve probably heard a lot [...]
