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
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
If charitable giving is part of your estate plan, consider a donor-advised fund Do you make sizable gifts to charitable causes? If you’re fortunate enough to afford it, you can realize personal rewards… More on this story
The Power of Paper Make Sure Your Family Can Find Your Original Will As technology has evolved, it’s given us the opportunity to perform… More on this story
Brushing up on Bonus Depreciation Every company needs to upgrade its assets once in a while, whether desks and chairs or a huge piece of… More on this story
Do you know where you live? By: Mark Rhea, J.D.- Senior Assistant Accountant Growing up in the Columbus area, I remember where I grew up. I… More on this story
Four estate planning techniques for blended families Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning… More on this story
Estate Planning Strategies for Non-U.S. Citizens Navigating Your Trust & Estate Planning Options as a U.S. Resident Non-U.S. citizens residing in the United States endure some… More on this story
Don’t overlook securities laws when planning your estate For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment… More on this story
