Consider adverse media screening to vet vendors, customers and others
Whether you know it or not, if your business has [...]
A tax-smart way to develop and sell appreciated land
Let’s say you own highly appreciated land that’s now ripe [...]
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, [...]
That email or text from the IRS: It’s a scam!
“Thousands of people have lost millions of dollars and their [...]
The Trust Fund Recovery Penalty: Who can it be personally assessed against?
If you own or manage a business with employees, there’s [...]
Put restrictions on your large charitable gifts for added peace of mind
If philanthropy is an important part of your legacy, consider [...]
Solo business owner? There’s a 401(k) for that
If you own a successful small business with no employees, [...]
Improving your company’s sales pipeline management
“It’s in the pipeline!” Business owners often hear this rather [...]
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 [...]
