Double Duty Giving with Charitable Gift Annuities If you’re charitably inclined, you may wish to consider a charitable gift annuity. It can combine the benefits of an… More on this story
Monitor & Measure Through KPIs By: Danielle Cottle CPA, CGMA- Manager In a constantly changing business environment, what works for your business today, may not… More on this story
Digital Assets & Estate Planning The Importance of Adding Your Digital Footprint to Your Estate Plan They may not be tangible possessions, but digital assets… More on this story
Questions to ask before hiring household help When you hire someone to work in your home, you may become an employer. Thus, you may have specific tax… More on this story
The BDIT: A Trust with a Twist The beneficiary defective inheritor’s trust (BDIT) allows you to enjoy the benefits of a traditional trust without giving up control… More on this story
Tax Deadlines for Q3 of 2018 Proactive tax planning is a vital exercise for all business owners and individuals. Please note the tax deadlines for the… More on this story
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
