A SLAT offers estate planning benefits and acts as a financial backup plan The most effective estate planning strategies often involve the use of irrevocable trusts. But what if you’re uncomfortable placing your… More on this story
Deducting home equity interest under the Tax Cuts and Jobs Act Passage of the Tax Cuts and Jobs Act (TCJA) in December 2017 has led to confusion over some longstanding deductions…. More on this story
Death and Taxes By: Linda Yutzy, Administrative Assistant Most of us have heard the quote from Benjamin Franklin, “In this world, nothing is… More on this story
Holbrook & Manter Nominated for “Best of Business” Award Holbrook & Manter is proud to once again be a finalist for a Columbus CEO Magazine “Best of Business” award…. More on this story
Common Types of IRS Tax Penalties Around this time of year, many people have filed and forgotten about their 2017 tax returns. But you could get… More on this story
The risks of naming a minor as the beneficiary of your life insurance policy or retirement plan A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life… More on this story
Be Flexible about Changing M&A Objectives Sometimes an M&A deal ends up not only in a different place from where it started, but in a different… More on this story
The Changing Face of Personal Exemptions and the Standard Deduction Personal tax exemptions and the standard deduction have looked largely the same for quite some time. But, in light of… More on this story
The Importance of Bank Reconciliations By: Andrew Roffe, Staff Accountant We are often asked what a bank reconciliation is and if we perform them. The… More on this story
Fixing a Broken Trust An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves… More on this story
