Owning real estate in multiple states can negatively affect beneficiaries
A vacation home, rental property or future retirement residence may [...]
Advisory boards provide family businesses with independent perspectives
Does your family business keep its strategic decisions within the [...]
There’s still time to set up a SEP and reduce your 2025 taxes
If you own a business or are self-employed and haven’t [...]
Take steps to help ensure your estate plan won’t be challenged after your death
It’s not uncommon for family members to contest a loved [...]
Bad reputation: Why you should perform adverse media screenings
Admit it, you’ve Googled your own name once or twice. [...]
When medical expenses are — and aren’t — tax deductible
If you had significant medical expenses last year, you may [...]
Leverage your gift tax annual exclusion using a Crummey trust
A Crummey trust provides a key tax benefit of an [...]
Consider these issues before providing (or reimbursing) mobile phones
For many employees, mobile phones are no longer a perk [...]
If you suffered a disaster, you may be eligible for a casualty loss tax deduction
Every year, severe storms, flooding, wildfires and other disasters affect [...]
Address your elderly parents in your estate plan in 5 steps
When creating or updating your estate plan, it’s important to [...]
