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News & Helpful Tips

Irrevocable trusts provide various estate planning benefits, such as reducing estate taxes and helping to ensure assets are distributed as

An advance payment is one received by a business before it provides whatever is being paid for. For federal income

The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA),

For many people, pets are more than just animals — they’re cherished members of the family. Yet, when it comes

The U.S. House of Representatives has passed its budget reconciliation bill, dubbed The One, Big, Beautiful Bill. Among other things,

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a

Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light

If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood

Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file

President Trump’s “Liberation Day” announcement of global tariffs caught businesses, as well as foreign countries and worldwide financial markets, off

When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next

When estate planning, it’s common for parents to leave their primary residence or a vacation home to their children. While

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best

Prior to the enactment of the Tax Cuts and Jobs Act (TCJA), businesses were able to claim a tax deduction

If you’ve given a significant financial gift to a family member, you may wonder whether you’re required to file a

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re

Even if you’re single and have no children, having an estate plan helps ensure your final wishes are clearly documented

Victims of presidentially declared disasters in recent years who couldn’t previously claim a casualty loss deduction may now be able

A revocable trust (sometimes referred to as a “living trust”) is a popular estate planning tool that allows you to

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a

Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new

A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for 2025, but

An inheritor’s trust is a specialized estate planning tool designed to protect and manage assets you pass to a beneficiary.

Businesses in certain industries employ service workers who receive tips as a large part of their compensation. These businesses include

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation.