News & Insights
Understanding Key Estate Planning Acronyms
September 15th, 2025
|
Estate Planning |
Wealth Management |
High Net Worth
By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding […]
READ MORE
Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
December 20th, 2024
|
By Steven Guipe |
Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Tax Credits |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]
READ MORE
Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
August 20th, 2024
|
By Kevin Todd |
Estate Planning |
Tax |
Wealth Management |
High Net Worth
By: Kevin Todd, CPA, EA, USTCP, Senior Manager Overview of the Tax Cuts and Jobs Act (TCJA) Expiration Many of the legislative tax rules we have come to know under […]
READ MORE
Common Estate Planning Mistakes
July 10th, 2024
|
Estate Planning |
Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes […]
READ MORE
Watch Out for IRD “Income in Respect of a Decedent” Issues When Receiving an Inheritance
April 29th, 2024
|
Estate Planning |
Financial & Retirement Planning |
Succession Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too good to be true. While […]