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News & Helpful Tips

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this year generally will

When creating a will, most people focus on the big-ticket items — including who gets the house, the car and

These days, most businesses have some intangible assets. The tax treatment of these assets can be complex. What makes intangibles

You create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting your assets

The holiday season is here and many people plan to donate to their favorite charities or give money or assets

The effects of inflation are all around. You’re probably paying more for gas, food, health care and other expenses than

Among the many decisions you’ll have to make as your estate plan is being drafted is who you will appoint

No one needs to remind business owners that the cost of employee health care benefits keeps going up. One way

How much can you and your employees contribute to your 401(k)s next year — or other retirement plans? In Notice

You’ve probably heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you.

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or

The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $160,200 for

There’s no shortage of online do-it-yourself (DIY) tools that promise to help you create an “estate plan.” But while these

The IRS recently issued its 2023 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year,

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the

Are you planning to move to a different state? It may be due to a change in jobs, a desire

Mitigating the adverse effects of climate change is one of the primary targets of the recently enacted Inflation Reduction Act

IRS audit rates are historically low, according to a recent Government Accountability Office (GAO) report , but that’s little consolation

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or

Whether the economic climate is stable or volatile, one thing never changes: the need to protect your assets from risk.

Does your business need real estate to conduct operations? Or does it otherwise hold property and put the title in

The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not fully understand

As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to

Victims of Hurricane Ian that began September 23 in Florida now have until February 15, 2023, to file various individual

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2022. Keep

If you’re charitably inclined, it may be desirable to donate assets held in a trust. Why? Perhaps you’re not ready