Industry Benchmarking Insights

Tax Prep, Planning & Strategy

Make health care decisions while you’re healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…

Tax Prep, Planning & Strategy

Estate planning for single parents requires special considerations

Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped from 13% in 1968 to 32% in 2017, according…

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

Be vigilant about your business credit score

As an individual, you’ve no doubt been urged to regularly check your credit score. Most people nowadays know that, with a subpar personal credit…

Tax Prep, Planning & Strategy

4 negative outcomes of jointly owning property with a family member

A common estate planning mistake that people make is to own property jointly with an adult child or other family member. True, adding a loved…

Construction, Real Estate, CIRA

Investing 101: Tips for What to Look for before Buying

In any real estate portfolio, the goal is to be profitable. And while the commercial real estate market has improved significantly since the…

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