Topics: Estate & Gift Planning
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Connelly v. United States: Impact on Buy-Sell Agreements
Connelly v. United States made life insurance proceeds a taxable corporate asset. See how this ruling changes buy-sell agreement planning.
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Gift Tax: Rules, Exemptions, and the 2026 Exemption
Gift tax applies when you transfer assets above the annual exclusion. Learn the rules, exemptions, rates, and what changed for 2026.
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Outsourced Controller: Cost, Benefits, and When to Hire
An outsourced controller delivers financial leadership at 40-60% less than a full-time hire. Learn costs, key benefits, and when to outsource.
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Section 179 Deduction: Rules, Limits, and What Qualifies
Section 179 lets businesses write off qualifying equipment and property costs in year one. Learn the rules, limits, and eligible assets.
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How To Review a SOC 2 Report: A Section-by-Section Guide
Learn how to review a SOC 2 report section by section, from the auditor’s opinion to control test results, and evaluate vendor security.
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Corporate Transparency Act: BOI Filing Rules Explained
The Corporate Transparency Act once required most small businesses to file a beneficial ownership information (BOI) report with FinCEN. Learn who must file now,…
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Lifetime Gift Tax Exemption
The lifetime gift tax exemption rose to $15 million per individual in 2026 and is now permanent. Learn how to use it strategically to…
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Holiday Scams: How to Protect Yourself From Fraud
Holiday scams cost consumers billions yearly. Learn to spot shopping fraud, phishing, gift card scams, and charity fraud this season.
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Year-End Tax Planning: How to Cut Your Tax Bill Now
Year-end tax planning can lower your business and individual tax bill. Use this checklist of deductions, credits, and strategies before December 31.
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Vendor Risk Management
Vendor risk management helps organizations mitigate third-party threats. Learn the onboarding, assessment, monitoring, and termination process.