Plan now for year-end gifts with the gift tax annual exclusion
Now that Labor Day has passed, the holidays are just [...]
4 best practices for effective strategic planning meetings
It’s not uncommon for employees to grumble about having to [...]
Investment swings: What’s the tax impact?
If your investments have fluctuated wildly this year, you may [...]
Estate Planning Isn’t Just for the Wealthy
Thanks to today's favorable federal gift and estate tax rules, [...]
Webinar with New York State Academy of Trial Lawyers
When the IRS Comes Calling: Audit Expectations, Ethics, and Strategies [...]
Reviewing and adjusting your marketing strategy
As summer slips away and fall shuffles forth, business owners [...]
Selling your home for a big profit? Here are the tax rules
Many homeowners across the country have seen their home values [...]
Transferring Investment Property to a Trust: What You Need to Know
If you have a tax-favored retirement account, you generally must [...]
Asset protection: Strategies to Defend Wealth from Lawsuits and Creditors
Much of estate planning focuses on transferring your wealth to [...]
Avoiding probate: How to do it (and why)
Few estate planning subjects are as misunderstood as probate. But [...]
