News & Insights

Market Report – January 2024

Facebook Twitter LinkedIn Email

The new year kicked off with several unforeseen events spanning global logistics, sports, and financial markets which have captured public attention. Notably, the Detroit Lions’ unexpected journey to the NFC […]

READ MORE

Maximizing Your Charitable Giving for Tax Benefits

Facebook Twitter LinkedIn Email

By: Jen Danko   We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to […]

READ MORE

HSA Contribution Limits Set to Increase in 2024

Facebook Twitter LinkedIn Email

The IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The health savings account (HSA) contribution limits effective January 1, […]

READ MORE

A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives

Facebook Twitter LinkedIn Email

One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business owners and executives to know better. In point of fact, the […]

READ MORE

Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

Facebook Twitter LinkedIn Email

By: Jen Danko   Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and […]

READ MORE

Recent Posts