Healthcare Services Insights

Tax Prep, Planning & Strategy

Is a self-directed IRA right for you?

Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp up the benefits of these…

Tax Prep, Planning & Strategy

Sec. 6166: Estate tax relief for family businesses

Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue…

Tax Prep, Planning & Strategy

The Crummey trust: Still relevant after all these years

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift…

Tax Prep, Planning & Strategy

At the very least, update the financials in your business plan

Every new company should launch with a business plan and keep it updated. Generally, such a plan will comprise six sections: executive summary,…

Tax Prep, Planning & Strategy

Deciding whether a merger or acquisition is the right move

Merging with, or acquiring, another company is one of the best ways to grow rapidly. You might be able to significantly boost revenue, literally…

Tax Prep, Planning & Strategy

6 ways to ensure your marketing plan drives sales

Love and marriage,” goes the old song: “…You can’t have one without the other.” This also holds true for sales and marketing. Even…

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