Insights

Sandwich Generation

Estate & Wealth Transfer Planning

Members of the Sandwich Generation are in a Unique Situation

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their…
Fiduciary Duties

Non-Profits

Fiduciary Duties: What Nonprofit Board Members Need to Know

It takes more than dedication and enthusiasm for your cause and programs to make a good nonprofit board member. The most critical duty for all…
Company Retreat

Industries

Pondering the Possibility of a Company Retreat

As vaccination levels rise and major U.S. population centers fully reopen, business owners may find themselves pondering an intriguing thought:…
health care

Estate & Wealth Transfer Planning

Make Health Care Decisions While You’re Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…
nonworking spouse

Tax Prep, Planning & Strategy

Are you a Nonworking Spouse? You Could Still Contribute to an IRA

Married couples may not be able to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that…
hiring child

Tax Prep, Planning & Strategy

Tax Advantages of Hiring your Child at your Small Business

As a business owner, you should be aware that you can save family income and payroll taxes by putting your child on the payroll. Here are…

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