Healthcare Services Insights

Tax Prep, Planning & Strategy

Expanded 529 plans offer unique estate planning benefits

If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college…

Tax Prep, Planning & Strategy

A poorly worded apportionment clause can upend an estate plan

Federal estate tax liability is no longer an issue for many families, now that the gift and estate tax exemption stands at $11.4 million for…

Tax Prep, Planning & Strategy

Understanding the contents of a will

You probably don’t have to be told about the need for a will. But do you know what provisions should be included and what’s best to leave…

Tax Prep, Planning & Strategy

What’s the difference between the two types of power of attorney?

When drafting your estate plan, you and your attorney must account for what happens to your children and your assets after you die. But your…

Tax Prep, Planning & Strategy

A buy-sell agreement can provide the liquidity to cover estate taxes

If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one,…

Tax Prep, Planning & Strategy

Deducting Business Losses for Pass Through Entities

Deducting business losses for pass-through entities It’s not uncommon for businesses to sometimes generate tax losses. But the tax law limits…

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