Qualified disclaimers help your estate plan change with the times
Estate planning is intended to help ensure that your assets [...]
Behind on bookkeeping? Here’s how to get back on track
Running a business requires juggling countless responsibilities. Not surprisingly, bookkeeping [...]
Don’t overlook these tax issues after a job loss
Even with a relatively low unemployment rate (averaging around 4.4% [...]
A trust protector can help ensure that your trust will fulfill your goals
Your estate plan should be flexible enough to adapt to [...]
Midyear is a good time to update your business’s strategic plan
Strategic planning isn’t meant to be a one-time exercise. Your [...]
The “kiddie tax” can apply long after childhood
Many parents don’t know that the so-called “kiddie tax” exists. [...]
Does your college-age child need an estate plan?
Many parents assume an estate plan is only necessary for [...]
Looking for funding? Consider SBA loans
If you’re seeking financing to start or grow a small [...]
Protect yourself from fraudsters impersonating the IRS and other tax scams
Tax scammers continue to target taxpayers through email, text messages, [...]
Add flexibility to your estate plan with powers of appointment
Powers of appointment allow a trusted individual (the “holder”) to [...]