Topics: Estate & Gift Planning
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642(c) Election: Reduce Trust and Estate Taxes
The 642(c) election lets fiduciaries deduct charitable contributions made after year-end against the prior year’s trust or estate income, reducing taxes and increasing flexibility.
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North Korean IT Worker Fraud: Remote Hiring Lessons
Learn how North Korean IT worker fraud exploits remote hiring, what red flags to watch for in background checks, and how to protect your…
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Estate Tax Exemption Under H.R. 1301: What the Repeal Means
H.R. 1301 proposes repealing the federal estate tax. See how it affects your estate tax exemption and what to do now.
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529 Plan Conversion to Roth IRA
Learn how to convert 529 plan funds to a Roth IRA under the SECURE 2.0 Act, including the 15-year rule and $35,000 lifetime limit.
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EU AI Act Compliance: What Mid-Sized Companies Must Do
Learn what the EU AI Act requires from mid-sized AI companies, including risk classifications, compliance steps, penalties, and key 2026 deadlines.
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HIPAA Compliance in Aging Services: Risk Assessment Steps
Learn the required HIPAA risk assessment steps for aging services, from identifying e-PHI threats to implementing safeguards that prevent costly violations.
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Lifetime Gift and Estate Tax Exemption
The threatened lifetime gift tax exemption sunset was canceled. Learn the new $15 million 2026 exemption, how irrevocable trusts freeze estate value, and what…
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HUD Section 232: Post-Closing Compliance Guide
Master HUD Section 232 post-closing rules: surplus cash, escrow deposits, and replacement reserves explained for borrowers.
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Cybersecurity Awareness Month: 2024 Trends and Threats
Cybersecurity Awareness Month spotlights 2024’s top threats: AI phishing, credential misuse, and vendor risks, plus trusted resources.
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Penetration Testing Explained
Penetration testing is a hands-on security assessment where experts exploit vulnerabilities in your systems to reveal real-world risks before attackers do.