Retirement account catch-up contributions can add up
If you’re age 50 or older, you can probably make [...]
How to address your frequent flyer miles in your estate plan
If you’re a frequent traveler, you may have accumulated hundreds [...]
Unlocking Strong Billing Processes for a Robust Cash Flow
Once a business is up and running, one fundamental aspect [...]
Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”
If you’re planning your estate, or you’ve recently inherited assets, [...]
Help Decrease the Chance of an IRS Audit
Executive perks that are not properly reported to the IRS can [...]
Hiring family members can offer tax advantages (but be careful)
Summertime can mean hiring time for many types of businesses. [...]
Are you married and not earning compensation? You may be able to put money in an IRA
When one spouse in a married couple is not earning [...]
Are Your Social Security Benefits Taxable?
Many retirees have seen their Social Security benefits increase in 2023 [...]
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 [...]
