Tax Prep, Planning & Strategy Insights

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If you’ve invented something during your lifetime and had it patented, your estate includes intellectual property (IP). The same goes for any…

Do you associate enterprise risk management (ERM) with for-profit businesses? This systemic approach to risk reduction can be just as effective…

If you have a life insurance policy, you probably want to make sure that the life insurance benefits your family will receive after your death…

On August 8, 2020, President Trump signed an executive memorandum that defers an employee’s portion of Social Security and Medicare taxes from…

You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While trusts can certainly fill that role,…

A majority of large U.S. companies offer matching gift programs to boost the impact of their employees’ charitable gifts. Double the Donation…

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