Topics: Estate & Gift Planning
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Maximize Flexibility and Minimize Trust and Estate Taxes with a 642(c) Election
Trusts and estates often make charitable contributions as part of their administration. When done thoughtfully, these contributions can provide not only philanthropic impact but…
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Unmasking Fraud Lessons from North Korean Remote IT Worker Scheme
Two weeks ago, I was fortunate enough to attend the first ever SmileyCon hosted by TrustedSec. The conference featured keynotes from Diamond Dallas Page…
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House Bill 1301
New House Bill H.R.1301 has been introduced in Congress, proposing the elimination of estate and generation-skipping transfer taxes. This bill, if passed, would completely…
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529 Plan Conversion to Roth IRA
Historically, 529 plans – a tax advantaged education savings account – were considered a restrictive planning tool, limiting account holders to one of two…
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Navigating the EU AI Act: A Guide for Mid-Sized AI Companies
Navigating the EU AI Act: A Guide for Mid-Sized AI Companies As artificial intelligence (AI) continues to transform industries, regulatory frameworks are scrambling to…
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Ensuring HIPAA Compliance in Aging Services: A Comprehensive Guide
Ensuring HIPAA Compliance in Aging Services: A Comprehensive Guide Aging services, like all healthcare providers, must comply with the Health Insurance Portability and Accountability…
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Sunset for Higher Gift Tax Exemptions
With many of the provisions from the 2017 Tax Cuts and Jobs Act (TCJA) set to sunset at the end of 2025, so will…
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Now That I Have a HUD Section 232 Mortgage, What’s Next? Part 2
The August 2024 edition of Pease Bell Journal included Part 1 of this article, which discussed issues related to monthly lease payments, bank accounts,…
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Cybersecurity Awareness Month, 2024 Trends, and helpful sources
October is celebrated as Cybersecurity Awareness Month, a time dedicated to raising awareness about the importance of cybersecurity and promoting best practices to protect…
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What is Penetration Testing?
What is Penetration Testing? A penetration test is a security test designed to identify vulnerabilities in your computer system, network, or application that…