Prepare for an uncertain federal gift and estate tax exemption amount with a SLAT
For 2023, the federal gift and estate tax exemption amount [...]
In Financial Planning, Forecasts and Projections Aren’t The Same
Businesses are rightly encouraged to regularly generate professionally prepared financial [...]
When can seniors deduct Medicare premiums on their tax returns?
If you’re age 65 and older and have basic Medicare [...]
If your family owns a vacation home, address it carefully in your estate plan
For many people, the disposition of a family home is [...]
Why businesses may want to consider ESG in strategic planning
When engaging in strategic planning, business owners and their leadership [...]
Reduce the impact of the 3.8% net investment income tax
High-income taxpayers face a regular income tax rate of 35% [...]
What should you consider when choosing a guardian?
What’s arguably the most common reason people put off estate [...]
Avoid succession drama with a buy-sell agreement
Recently, the critically acclaimed television show “Succession” aired its final [...]
Keep these DOs and DON’Ts in mind when deducting business meal and vehicle expenses
If you’re claiming deductions for business meals or auto expenses, [...]
Red Flags for IRS Tax Auditors
No one wants to see an Internal Revenue Service (IRS) audit [...]
