Topics: Estate & Gift Planning
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3 strategies for tax-smart giving
Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate…
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HOW CAN MY FAMILY BUSINESS AVOID A SUCCESSION STRUGGLE?
It’s a common scenario in family-owned businesses. Two of the owner’s children inherit the company and, while one is eager to sell, the other…
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S Corp vs C Corp is it time for you to make the switch
The Protecting Americans from Tax Hikes (PATH) Act of 2015 accomplished more than just extending certain tax breaks. It also made some taxpayer-friendly provisions…
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Tax smart gifting strategies
3 INCOME-TAX-SMART GIFTING STRATEGIES If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved…
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There’s More to Estate Planning Than Saving Taxes
For many people, estate taxes have gone the way of buggy whips and typewriters. Estate planning may be an activity for only the super-rich.…
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How Financial Institutions Use Audit Information
The hoops your business must jump through to satisfy your financial institution will vary based on the size of the requested loan and the…
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Should IRS Outsource Debt to Collection Agencies?
For many people, estate taxes have gone the way of buggy whips and typewriters. Estate planning may be an activity for only the super-rich.…
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Do You Have a Valuable Collection? Are You Protecting It?
Many of us have collections – some valuable, some not. The wealthy are particularly avid collectors, according to a new study. Nearly six in…
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Five Tips for Choosing the Right Charity for Your Donation
You want to give to a charitable cause, but you can’t decide which one because you receive so many solicitations. How do you know…