2018 Estate & Wealth Transfer Planning Insights

Topics

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. A TIC interest…

Not-for-profits often struggle with valuing noncash and in-kind donations. Whether for record-keeping purposes or when helping donors understand…

In today’s tightening job market, to attract and retain the best employees, small businesses need to offer not only competitive pay, but also…

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations.…

Tax identity theft may seem like a problem only for individual taxpayers. But, according to the IRS, increasingly businesses are also becoming…

You’ve no doubt heard the old business cliché “cash is king.” And it’s true: A company in a strong cash position stands a much better…

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