Tag: Hoberman & Lesser
What can AI do for my business?
You’ve no doubt read articles or heard stories about how artificial intelligence (AI) is bringing sweeping change to a wide variety of industries. But it’s one thing to learn about how this remarkable technology … Read More »
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If you reside in a high-tax state, you may want to consider using nongrantor trusts to soften the blow of the $10,000 federal limit on state and local tax (SALT) deductions. The limit can significantly reduce itemized deductions if your … Read More »
Estate Planning Briefs. Comments Off on Use nongrantor trusts to bypass the SALT deduction limit
With the empty bottles of bubbly placed safely in the recycling bin and the confetti swept off the floor, it’s time to get back to the grind. The beginning of the year can be a busy time for business owners … Read More »
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If you save for retirement with an IRA or another plan, you’ll be interested to know that Congress recently passed a law that makes significant modifications to these accounts. The SECURE Act, which was signed into law on December 20, … Read More »
Tax Planning. Comments Off on 4 new law changes that may affect your retirement plan
IRS confirms large gifts now won’t hurt post-2025 estates
The IRS has issued final regulations that should provide comfort to taxpayers interested in making large gifts under the current gift and estate tax regime. The final regs generally adopt, with some … Read More »
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Stretch your marketing dollars further with smart strategies
If your marketing budget is limited, there may be ways to make that money go further. Smart strategies abound for small to midsize businesses. Let’s look at a few ideas for stretching your … Read More »
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Do you have a side gig? Make sure you understand your tax obligations
The number of people engaged in the “gig” or sharing economy has grown in recent years, according to a 2019 IRS report. And there are tax … Read More »
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What’s the right device policy for your company?
Device policies pertaining to smartphones and other technology tools continue to frustrate business owners as they try to balance their needs for security and functionality against employees’ rights to privacy and … Read More »
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Adopting a child? Bring home tax savings with your bundle of joy
If you’re adopting a child, or you adopted one this year, there may be significant tax benefits available to offset the expenses. For 2019, adoptive parents may be able … Read More »
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Life insurance can be a powerful financial and estate planning tool, but its benefits can be reduced or even eliminated if you designate the wrong beneficiary or fail to change beneficiaries when your circumstances change.
Common pitfalls to avoid include:
Naming your … Read More »
Estate Planning Briefs. Comments Off on 3 pitfalls to avoid when naming a beneficiary of a life insurance policy