The 2024 gift tax return deadline is coming up soon
If you made significant gifts to your children, grandchildren or [...]
Do you have an excess business loss?
If an individual taxpayer has substantial business losses, unfavorable federal [...]
Taming the tax tangle if you’re retiring soon
Retirement is often viewed as an opportunity to travel, spend [...]
How Section 1231 gains and losses affect business asset sales
When selling business assets, understanding the tax implications is crucial. [...]
Operating as a C corporation: Weigh the benefits and drawbacks
When deciding on the best structure for your business, one [...]
Business owner? A buy-sell agreement should be part of your estate plan
If you hold an interest in a business that’s closely [...]
Undoing an irrevocable life insurance trust is possible
Life insurance can be a powerful estate planning tool. Indeed, [...]
Business owners sometimes need to switch successors
For many business owners, choosing a successor is the most [...]
Cash or accrual accounting: What’s best for tax purposes?
Your businesses may have a choice between using the cash [...]
If you’ve inherited an IRA, you need to know about these new final IRS regulations
A tax law change in 2019 essentially ended “stretch IRAs” [...]
