Building an on-off switch into your estate plan
The right estate planning strategy for you likely is the one that will produce the greatest tax...
Deducting business meal expenses under today’s tax rules
In the course of operating your business, you probably spend time and money “wining and dining”...
Estate planning for single parents requires special considerations
Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped...
Have you properly substantiated your 2018 charitable gifts?
Donating to charity is a key estate planning strategy for many people. It reduces the size of your...
Auditing cashless transactions
Like most businesses, you’ve probably experienced a significant increase in the number of customers...
Warning! 4 signs your nonprofit is in financial danger
Signs of financial distress in a not-for-profit can be subtle. But board members have a...
ESG issues: To report or not to report?
Securities and Exchange Commission (SEC) Chairman Jay Clayton recently said that public companies...
College financing may be an integral part of your estate plan
The staggering cost of college makes it critical for families to plan carefully for this major...
The 2018 gift tax return deadline is almost here
Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s...
What you need to know about filing gift and estate tax returns
Have you made substantial gifts of wealth to family members? Or are you the executor of the estate...