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News & Helpful Tips

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if

A family limited partnership (FLP) allows you to manage and protect your wealth while gradually transferring it to your children

It should come as no surprise that cash is the most popular target of fraud perpetrators. After all, once stolen,

Charitable giving is a key part of estate planning for many people. If you have a collection of valuable art

It’s no surprise that 360-degree performance evaluations have grown in popularity. We live and work in an age of data

The Employee Retirement Income Security Act (ERISA) covers both defined-benefit and defined-contribution retirement plans. If your organization offers its employees

Absenteeism has typically been a thorn in the side of many companies. But there’s a flip side to employees failing

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of

If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required withdrawals from

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure

A strong economy leads some company owners to cut back on marketing. Why spend the money if business is so

Because they foster a collegial, trusting environment, law firms can be more vulnerable to fraud than many other types of

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

If you’re the parent of a child who is age 17 to 23, and you pay all (or most) of

For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate

Every employer needs to keep records on pay, hours, workplace injuries and the like. And, of course, the fun doesn’t

The Trump administration has released its long-awaited proposed rule to update the overtime exemptions for so-called white-collar workers under the

In the broadest sense, strategic planning comprises two primary tasks: establishing goals and achieving them. Many business owners would probably

The Tax Cuts and Jobs Act created a new federal tax credit for employers that provide qualified paid family and

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine

No matter how much effort you’ve invested in designing your estate plan, your will, trusts and other official documents may

The Department of Labor (DOL) announced in very late January the 2019 annual adjustments to the civil monetary penalties for

Recent changes to federal tax law and accounting rules could affect whether you decide to lease or buy equipment or

It’s not just businesses that can deduct vehicle-related expenses. Individuals also can deduct them in certain circumstances. Unfortunately, the Tax

People who live in states with high income taxes sometimes relocate to a state with a more favorable tax climate.

It’s in every employer’s best interest to keep an open mind about where the right talent for an open position