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Posts (787) November 11, 2022 Annual Gift Tax Exclusion Amount Increases For 2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Why? You can make gifts of up to $16,000 per recipient in 2022 ($17,000 in 2023). Read More November 18, 2022 Reduce Your Business’s Year-End Tax Bill As 2022 winds down, now is the time for your business to take stock of its tax situation and implement year-end tax planning strategies. Read More November 23, 2022 Understand Your Spousal Property Rights Updating your estate plan after a second marriage is a must-do. Before taking action, learn your state’s laws regarding spousal property rights. Read More January 25, 2023 New Report Shows A Decrease in CAMs in 2022 Whether you manage a public company or simply invest in the stock market, critical audit matters (CAMs) can be an important risk-management tool. Here’s follow-up from the PCAOB on this project. Read More March 2, 2023 Have You Reviewed Your Life Insurance Needs? Making sure you have the right amount of life insurance coverage can help ensure your family’s well-being after you’re gone. Read More March 22, 2023 Plan Carefully To Avoid GST Tax Surprises Did you know that there are three types of asset transfers that can trigger generation-skipping transfer (GST) tax? Read More August 22, 2023 Avoiding Probate: How To Do It (And Why) Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies. Read More November 17, 2023 5 Strategies To Cut Your Company’s 2023 Tax Bill Making time for year-end tax planning time now may prove beneficial come tax-filing time next year. Read More November 28, 2023 Naming A Guardian Is Critical For Parents Of Young Children Choosing a guardian for your young children is one of the most important estate planning decisions you must make. Read More October 22, 2013 From Accountant to Ironman — and Back As Steve Mayer approached 60, he found himself starting a new accounting firm, so the obvious next step was to register for the Ironman competition. Read More January 3, 2024 A Hybrid DAPT Can Offer The Asset Protection You Need If asset protection is at the top of your estate planning goals, a “hybrid” domestic asset protection trust may be beneficial to your plan. Read More April 4, 2024 Don’t Be Surprised By A Sudden Influx Of Support Disaster-relief charities have long contended with sudden influxes of attention and donations. But any nonprofit could face this “problem.” Be sure to prepare for logistical and other challenges. Read More Load more Page 57 of 82« First«...102030...5556575859...7080...»Last »
November 11, 2022 Annual Gift Tax Exclusion Amount Increases For 2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Why? You can make gifts of up to $16,000 per recipient in 2022 ($17,000 in 2023). Read More
November 18, 2022 Reduce Your Business’s Year-End Tax Bill As 2022 winds down, now is the time for your business to take stock of its tax situation and implement year-end tax planning strategies. Read More
November 23, 2022 Understand Your Spousal Property Rights Updating your estate plan after a second marriage is a must-do. Before taking action, learn your state’s laws regarding spousal property rights. Read More
January 25, 2023 New Report Shows A Decrease in CAMs in 2022 Whether you manage a public company or simply invest in the stock market, critical audit matters (CAMs) can be an important risk-management tool. Here’s follow-up from the PCAOB on this project. Read More
March 2, 2023 Have You Reviewed Your Life Insurance Needs? Making sure you have the right amount of life insurance coverage can help ensure your family’s well-being after you’re gone. Read More
March 22, 2023 Plan Carefully To Avoid GST Tax Surprises Did you know that there are three types of asset transfers that can trigger generation-skipping transfer (GST) tax? Read More
August 22, 2023 Avoiding Probate: How To Do It (And Why) Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies. Read More
November 17, 2023 5 Strategies To Cut Your Company’s 2023 Tax Bill Making time for year-end tax planning time now may prove beneficial come tax-filing time next year. Read More
November 28, 2023 Naming A Guardian Is Critical For Parents Of Young Children Choosing a guardian for your young children is one of the most important estate planning decisions you must make. Read More
October 22, 2013 From Accountant to Ironman — and Back As Steve Mayer approached 60, he found himself starting a new accounting firm, so the obvious next step was to register for the Ironman competition. Read More
January 3, 2024 A Hybrid DAPT Can Offer The Asset Protection You Need If asset protection is at the top of your estate planning goals, a “hybrid” domestic asset protection trust may be beneficial to your plan. Read More
April 4, 2024 Don’t Be Surprised By A Sudden Influx Of Support Disaster-relief charities have long contended with sudden influxes of attention and donations. But any nonprofit could face this “problem.” Be sure to prepare for logistical and other challenges. Read More