Estate & Wealth Transfer Planning Insights

Tax Prep, Planning & Strategy

Cash payments and tax relief for individuals in new law

A new law signed by President Trump on March 27 provides a variety of tax and financial relief measures to help Americans during the coronavirus…

Tax Prep, Planning & Strategy

Business Relief Wizard Tool

In response to the impact of COVID-19, business organizations, industry partners and statewide organizations have built an online tool to help…

Tax Prep, Planning & Strategy

2 trust types to consider when estate planning for a blended family

No one said estate planning is easy, and this is especially true if you have a “blended family.” The good news is that there are two trust…

Accounting & Assurance

How are you going to find your nonprofit’s next executive?

Every nonprofit needs an executive search plan. Even if you aren’t facing an imminent vacancy, your organization is smart to prepare for what…

Business Valuation

The Small Business Administration launches the Paycheck Protection Program

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) allocates nearly $350 billion to a new lending program through the Small Business…

Business Valuation

Do you want to go into business for yourself?

Many people who launch small businesses start out as sole proprietors. Here are nine tax rules and considerations involved in operating as that…

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