A joint home purchase can ease estate tax liability

If you’re planning on buying a home that you one day wish to pass on [...]

Minimize inventory, services to make your financials shine

Your business financials — where they stand currently and where they might be going next [...]

Retirement savings opportunity for the self-employed

Did you know that if you’re self-employed you may be able to set up a [...]

A dynasty trust keeps on giving long into the future

With a properly executed estate plan, your wealth can be enjoyed by your children and [...]

Valuation often affects succession plans in hard-to-see ways

Any business owner developing a succession plan should rightfully assume that regular business valuations are [...]

The ins and outs of tax on “income investments”

Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — [...]

A charitable remainder trust can provide a multitude of benefits

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a [...]

2 ACA taxes that may apply to your exec comp

If you’re an executive or other key employee, you might be rewarded for your contributions [...]

Who should own your life insurance policy?

If you own life insurance policies at your death, the proceeds will be included in [...]

4 ways to get (and keep) your business data in order

With so much data flying around these days, it’s easy for a company of any [...]