Business Succession Planning Insights

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Roth IRAs offer significant estate planning and financial benefits. If you have a substantial balance in a traditional IRA and are considering…

It’s one thing to earn enough to live a comfortable lifestyle. It’s yet another to develop a plan for protecting your assets so that there’s…

If your not-for-profit’s board is like most, its members lead busy lives. They may not get to every board meeting or perhaps they’re able…

Affluent families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts…

If you’re considering buying or selling a business — or you’re in the process of a merger or acquisition — it’s important that both…

Not-for-profit organizations don’t lose as much to occupational fraud as for-profit businesses do. According to the Association of Certified…

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