Does your business reimburse employees’ work-related travel expenses? If you do, you know that it can help you attract and retain employees. If you don’t, you might…Read More
Archive for the ‘Tax’ Category
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2018 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employees
Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2018. Keep in mind that this list isn’t all-inclusive,…Read More
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Is a significant portion of your wealth concentrated in a single stock?
Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the…Read More
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Beware of Unexpected Tax Liabilities Under New Accounting and Tax Rules!
The Tax Cuts and Jobs Act (TCJA) contains a provision that ties revenue recognition for book purposes to income reporting for tax purposes, for tax years starting…Read More
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3 reasons you should continue making lifetime gifts
Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may seem that gifting assets to loved ones is…Read More
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At your own risk: The pitfalls of DIY estate planning
There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and other…Read More
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Addressing long-term care costs with a tax-qualified LTC insurance policy
No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved one requires long-term home health care or an extended…Read More
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It’s important to monitor your SEC filing status
As public companies grow, they may move from one filing status or issuer category to another. Recent and proposed changes to the Securities and Exchange Commission (SEC)…Read More
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Protect your peace of mind with a trust protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust, you must…Read More
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Double duty giving with charitable gift annuities
If you’re charitably inclined, you may wish to consider a charitable gift annuity. It can combine the benefits of an immediate income tax deduction and a lifetime…Read More