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BDIT lets you give away property without losing control (November 20, 2019)
While a beneficiary defective inheritor’s trust (BDIT) may be a complex estate planning strategy, it may be right for you if you don’t wish to relinquish control of your assets.
Small businesses: Get ready for your 1099-MISC reporting requirements (November 19, 2019)
Has your small business paid independent contractors, vendors or others at least $600 for services during 2019? Here are the reporting requirements you may face.
Forget cybercrime — “creepers” are an old-school threat to your business (November 18, 2019)
IT security must remain a priority for organizations. But don’t let virtual threats blind you to physical ones. Here’s how “creepers” use lax security and social engineering to get into your business premises.
The net investment income tax is alive and well: How it can affect your estate plan (November 12, 2019)
If the 3.8% net investment income tax applies to you, it could be to the detriment of your estate plan. Learn why.
Factor 2020 cost-of-living adjustments into your year-end tax planning (November 11, 2019)
If you’re working on your year-end tax plan, you’d be wise to take these 2020 cost-of-living amounts into consideration.
You may be ABLE to save for a disabled family member with a tax-advantaged account (November 14, 2019)
Do you want to provide extra money to a disabled family member but you don’t want them to lose eligibility for government benefits to which they’re entitled? Consider a tax-advantaged ABLE account.
IRA charitable donations are an alternative to taxable required distributions (November 7, 2019)
There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded.
Don’t worry! A broken trust can be fixed (November 6, 2019)
You can mend a broken heart, but what about a broken trust? There are remedies available.
Business year-end tax planning in a TCJA world (November 4, 2019)
Allocating year-end tax planning time now can prove beneficial come tax filing time next year.
How you can help stop elder financial abuse (October 31, 2019)
Do you know a vulnerable senior who seems afraid of his guardian or is unusually reluctant to discuss her finances? These can be signs of elder financial abuse. Find out more about this often-hidden form of fraud.
It’s not too late to trim your 2019 tax bill (October 29, 2019)
If you’re concerned about your 2019 tax liability, consider these year-end tax planning opportunities.
At the very least, update the financials in your business plan (October 28, 2019)
You may associate the term “business plan” with a start-up, but every company needs to keep their plan current. Of particular importance: the financials section.
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BDIT lets you give away property without losing control (November 20, 2019)
While a beneficiary defective inheritor’s trust (BDIT) may be a complex estate planning strategy, it may be right for you if you don’t wish to relinquish control of your assets.
Small businesses: Get ready for your 1099-MISC reporting requirements (November 19, 2019)
Has your small business paid independent contractors, vendors or others at least $600 for services during 2019? Here are the reporting requirements you may face.
Forget cybercrime — “creepers” are an old-school threat to your business (November 18, 2019)
IT security must remain a priority for organizations. But don’t let virtual threats blind you to physical ones. Here’s how “creepers” use lax security and social engineering to get into your business premises.
The net investment income tax is alive and well: How it can affect your estate plan (November 12, 2019)
If the 3.8% net investment income tax applies to you, it could be to the detriment of your estate plan. Learn why.
Factor 2020 cost-of-living adjustments into your year-end tax planning (November 11, 2019)
If you’re working on your year-end tax plan, you’d be wise to take these 2020 cost-of-living amounts into consideration.
You may be ABLE to save for a disabled family member with a tax-advantaged account (November 14, 2019)
Do you want to provide extra money to a disabled family member but you don’t want them to lose eligibility for government benefits to which they’re entitled? Consider a tax-advantaged ABLE account.
IRA charitable donations are an alternative to taxable required distributions (November 7, 2019)
There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded.
Don’t worry! A broken trust can be fixed (November 6, 2019)
You can mend a broken heart, but what about a broken trust? There are remedies available.
Business year-end tax planning in a TCJA world (November 4, 2019)
Allocating year-end tax planning time now can prove beneficial come tax filing time next year.
How you can help stop elder financial abuse (October 31, 2019)
Do you know a vulnerable senior who seems afraid of his guardian or is unusually reluctant to discuss her finances? These can be signs of elder financial abuse. Find out more about this often-hidden form of fraud.
It’s not too late to trim your 2019 tax bill (October 29, 2019)
If you’re concerned about your 2019 tax liability, consider these year-end tax planning opportunities.
At the very least, update the financials in your business plan (October 28, 2019)
You may associate the term “business plan” with a start-up, but every company needs to keep their plan current. Of particular importance: the financials section.
No results found.
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