Don’t violate state law by keeping a trust a secret If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them… More on this story
Estate Planning Tips for the Sandwich Generation The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both… More on this story
Tax Reform & Employee Meals/Entertainment Years and years ago, the notion of having a company cafeteria or regularly catered meals was generally feasible for only… More on this story
Ease Estate Tax Liability with a Joint Home Purchase If you’re planning on buying a home that you one day wish to pass on to your adult children, a… More on this story
Tax Reform and the Section 179 Deduction By: Zac Anderson, Staff Accountant With the passing of the Tax Cuts and Jobs Act late last year, there will… More on this story
The Child Credit to Become Even More Valuable The child credit has long been a valuable tax break. But, with the passage of the Tax Cuts and Jobs… More on this story
A Closer Look at the Domestic Production Activities Deduction The domestic production activities deduction (DPAD) provides a tax break for certain “domestic production activities.” Unfortunately, many businesses tend to… More on this story
If you made gifts last year, you may (or may not) need to file a gift tax return Gifting assets to loved ones is one of the simplest ways of reducing your taxable estate. However, what may not… More on this story
Scrambling to get your 1099-MISC information together? Here’s some advice. By: Natalie Bruns, CPA- Senior Accountant As the deadline to file 1099s quickly approaches, more and more clients seem to… More on this story
Life insurance: A Powerful Estate Planning Tool for Nontaxable Estates For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate… More on this story
