Blog
Dot the “i’s” and cross the “t’s” on loans between your business and its owners
It’s common for closely held businesses to transfer money into and out of the company, often in the form of a loan. However,...
03 July, 2017
3 breaks for business charitable donations you may not know about
Donating to charity is more than good business citizenship; it can also save tax. Here are three lesser-known federal income tax breaks for...
03 July, 2017
Keep real estate separate from your business’s corporate assets to save tax
It’s common for a business to own not only typical business assets, such as equipment, inventory and furnishings, but also the building where...
03 July, 2017
Is now the time for a charitable lead trust?
Families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts are...
03 July, 2017
Leaving specific assets to specific heirs is an estate planning no-no
Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets — such as...
03 July, 2017
Are you familiar with fraudulent transfer laws?
A primary goal of your estate plan is to transfer wealth to your family according to your wishes and at the lowest possible...
03 July, 2017
Why business owners should regularly upgrade their accounting software
Many business owners buy accounting software and, even if the installation goes well, eventually grow frustrated when they don’t get the return on...
03 July, 2017
You don’t have to take business insurance costs sitting down
Adequate insurance coverage is, in many cases, a legal requirement for a business. Even if it’s not for your company, proper coverage remains...
03 July, 2017