Year-end tax and financial to-do list for individuals
With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018...
13 December, 2018
Blog
How incomplete nongrantor trusts can help avoid state income taxes
With the federal gift and estate tax exemption at $11.40 million for 2019, people whose estates are below the exemption amount are shifting...
13 December, 2018
Consider an intrafamily loan to cover estate taxes
Sometimes estates that are large enough for estate taxes to be a concern are asset rich but cash poor, without the liquidity needed...
13 December, 2018
Getting ahead of the curve on emerging technologies
Turn on your computer or mobile device, scroll through Facebook or Twitter, or skim a business-oriented website, and you’ll likely come across the...
13 December, 2018
Family businesses need succession plans, too
Those who run family-owned businesses often underestimate the need for a succession plan. After all, they say, we’re a family business — there...
13 December, 2018
Cybersecurity matters
Investors, lenders and other stakeholders have been vocal in recent years about pushing companies to provide more information in their financial reports about...
13 December, 2018
Can a PTO contribution arrangement help your employees and your business?
As the year winds to a close, most businesses see employees taking a lot of vacation time. After all, it’s the holiday season,...
12 December, 2018
2019 Q1 tax calendar: Key deadlines for businesses and other employers
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2019. Keep in mind that...
05 December, 2018
Check deductibility before making year-end charitable gifts
As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the spirit of the...
05 December, 2018
Devote some time to internal leadership development
Many factors go into the success of a company. You’ve got to offer high-quality products or services, provide outstanding customer service, and manage...
05 December, 2018