Estate & Wealth Transfer Planning Insights

Tax Prep, Planning & Strategy

Life insurance can be a powerful estate planning tool for nontaxable estates

For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate taxes and other expenses.…

Tax Prep, Planning & Strategy

Fundamental tax truths for C corporations

The flat 21% federal income tax rate for C corporations under the Tax Cuts and Jobs Act (TCJA) has been great news for these entities and their…

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…

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