News & Insights
Recent Posts
- What You Need to Know About Business Insurance
- Tax Identity Theft: Businesses Are at Risk, Too
- Rethinking Payment Options for Your Business
- Fine-Tune Your Tax Withholding After Filing Your Return
- Cost Segregation Studies Can Reveal Substantial Tax Savings
- Charting the Path Forward: Why Strategic Planning Matters More Than Ever
- The Business Lifecycle Part 2: The Start-Up Stage
- 7 Questions Every Business Owner Should Ask About Their Financial Reporting
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Business Owners Sometimes Need to Switch Successors
For many business owners, choosing a successor is the most difficult task related to succession planning. Owners of family-owned businesses, who may have multiple children or other relatives to consider,…
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Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
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…
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IRS Issues Final Regulations on Inherited IRAs
The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs,…
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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making…
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Common Estate Planning Mistakes
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…