Business Succession Planning Insights

Tax Prep, Planning & Strategy

Add spendthrift language to a trust to safeguard assets

Protecting assets from creditors is a critical aspect of estate planning, but you need to think about more than just your own creditors: You…

Tax Prep, Planning & Strategy

Business Interruption Insurance can help Mitigate Disaster

No part of the country is immune from disaster. Whether your construction company operates near water or in a desert, in the city or the suburbs,…

Tax Prep, Planning & Strategy

Assets with sentimental value require extra planning

When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important…

Accounting & Assurance

Nonprofits: Harness the power of cause marketing

Not-for-profits with multiple sources of support generally are less likely to have budget shortfalls and are better able to grow and expand their…

Tax Prep, Planning & Strategy

Is your business stuck in the mud with its marketing plan?

A good marketing plan should be like a network of well-paved, clearly marked roads shooting out into the world and leading back to your company.…

Tax Prep, Planning & Strategy

Naming a trustee may be one of the most important decisions of your life

When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid…

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