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How to Plan for Succession: Paving the Way for Continued Prosperity

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Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]

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House Ways and Means Committee Releases Initial Tax Proposals

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On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups […]

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Five Possible Tax Aspects of a Parent Moving into a Nursing Home

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If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications related to this life event. […]

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There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?

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If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]

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Family Business Owners Must Weave Together Succession And Estate Planning

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It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]

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