June 13, 2024 The Tax Consequences of Selling Mutual Funds Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules. Read More
June 13, 2024 Incorporating Digital Assets into Your Estate Plan Most people have accumulated significant “digital assets” that require special consideration in an estate plan. Does your plan properly account … Read More
June 13, 2024 The Importance of Audited Financial Statements An external audit requires an investment of time and money. But the payoff can be significant when it comes to … Read More
June 6, 2024 Foreign Assets in Your Estate Plan: Key Considerations Owning foreign assets can pose specific problems in an estate plan without proper attention. Read More
June 5, 2024 The Importance of ESG in Strategic Business Planning Business owners: As you and your leadership team work on strategic planning, it may be helpful to consider environmental, social … Read More
June 5, 2024 Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay … Read More
June 5, 2024 Implementing Antifraud Controls: The Importance of Surprise Audits Does your organization conduct surprise audits? A recent study found that companies without this antifraud control in place are at … Read More
June 5, 2024 Understanding the Benefits of a Health Savings Account (HSA) A Health Savings Account can help reduce your health care costs and benefit your estate plan. Its funds grow on … Read More
June 5, 2024 Gather Information from Clients Without Triggering Survey Fatigue Distributing online surveys to clients can help you gather vital data. But it may not be enough. Learn how you … Read More
June 5, 2024 Succession Planning: 3 Essential Timelines for Business Owners Business owners: When creating a succession plan for your company, you’ll ideally want to account for three separate timelines. Here’s … Read More
June 5, 2024 Caring for an Elderly Relative? You May Be Entitled to Tax Breaks If you’re caring for an elderly relative, you may be entitled to some tax breaks. Here are four of them. Read More
June 5, 2024 Four Bookkeeping Pitfalls Small Businesses Should Avoid Some entrepreneurs underestimate the importance of maintaining organized books and records for financial reporting purposes. Here are four tips for … Read More
