March 21, 2024 Don’t Skip Out On Planning For The GST Tax Are you looking for a quick refresher on the generation-skipping transfer tax? We’ve got you covered. Contact us with questions … Read More
March 21, 2024 Nonprofits: Take Another Look At Inflation Reduction Act Tax Breaks You’d be forgiven for ignoring tax breaks contained in the Inflation Reduction Act. After all, they won’t help tax-exempt organizations. … Read More
March 21, 2024 Should Your Business Change Its Health Care Plan For Next Year? Business owners: If you’re thinking about changing your employer-sponsored health care plan, or launching a new one, here are some … Read More
March 21, 2024 President Biden’s Proposed Budget Highlights His Tax Agenda President Biden has laid out his proposals for tax law changes in the fiscal year 2025 budget. Turn to us … Read More
March 21, 2024 How Renting Out A Vacation Property Will Affect Your Taxes Many people who own vacation homes rent them out to earn extra income. Even better, renting them out may provide … Read More
March 18, 2024 How To Minimize Billing Bottlenecks Today, many companies are seeking innovative ways to improve their financial health. One area to focus on, that’s easy to … Read More
March 18, 2024 What Are Your Options To Fund Long-Term Care Expenses? Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More
March 17, 2024 Making The Most Of Your Nonprofit’s Social Media Accounts Maintaining a social media presence is a must for nonprofits these days. But you also want your efforts to be … Read More
March 17, 2024 B2B Businesses: Assess Customer Credit Carefully B2B companies typically offer credit arrangements to their customers. If your business does so, be sure your credit assessment process … Read More
March 17, 2024 Beware Of A Stealth Tax On Social Security Benefits Many retirees are surprised to find out that some of their Social Security benefits are hit with federal income tax. … Read More
March 8, 2024 Spotlight On Auditor Independence External auditors are supposed to be public watchdogs who are “independent” of their audit clients, both in appearance and in … Read More
March 8, 2024 4 Ways To Make An Incentive Trust More Effective An effective incentive trust requires a balance between achieving your desired outcomes and allowing your loved ones to lead their … Read More
