If you’re working on your year-end tax plan, you’d be wise to take these 2020 cost-of-living amounts into consideration.

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.

There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded.

You can mend a broken heart, but what about a broken trust? There are remedies available.

Allocating year-end tax planning time now can prove beneficial come tax filing time next year.

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.

If you’re concerned about your 2019 tax liability, consider these year-end tax planning opportunities.

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.

Have you cashed in some investment gains in 2019? You may be looking for unrealized losses in your portfolio so you can sell those investments to offset your gains before year end. This can reduce your tax liability. But don’t run afoul of this rule.

No one wants to contemplate their own mortality, but taking the time now to create an estate plan can greatly benefit your family after your death.

One of the boldest plays a business owner can make is to merge with or acquire a competing (or compatible) company. But it doesn’t guarantee victory.

When nonprofit organizations merge, reporting goodwill and other intangible assets can be complex and costly. Fortunately, new accounting guidance offers some welcome relief.