Estate planning Q&A: Spousal Lifetime Access Trusts explained
Reduce estate taxes? Consider a SLAT to maintain spouse's financial security.
Navigating the exit: how non-controlling shareholders can sell private company stock
Selling private company stock can be challenging for non-controlling shareholders. This article explores the critical considerations, from understanding company restrictions to finding the right [...]
The DOL expands overtime protections: key changes and implications
Discover how the Department of Labor's recent expansion of overtime protections could impact your business. This article discusses the key changes and implications of the new regulations.
Beyond group health insurance: understanding your options with Section 105 plans
Are you a small business owner looking to offer health benefits without breaking the bank? Our guide to ICHRAs and QSEHRAs explains how these health reimbursement arrangements work, their [...]
Estate planning insights from America’s wealthiest families
Discover how America's elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate [...]
IRS proposes major changes for donor-advised funds
The proposed IRS regulations on Donor-Advised Funds introduce potential shifts in how these funds are managed. With possible retroactive effects and new compliance hurdles on the horizon, the [...]
IRS releases plan to triple its audit rates on large corporations
Audit rates on large corporations to increase threefold, per newly released IRS roadmap for spending Inflation Reduction Act funds.
Understanding the Form 8300 e-filing requirements for cash transactions over $10,000
Understand the IRS's new e-filing system for Form 8300, designed to simplify the reporting of cash transactions over $10,000. Learn who must file, the e-filing requirements, and how to apply for [...]
Financial reset: strategizing for a prosperous year ahead
Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment, evaluating your emergency fund, and early tax [...]
Policy changes: Social Security Administration’s new approach to overpayments
The Social Security Administration's approach to overpayments is changing, bringing potential changes to your benefits. Explore these policy changes and how they may help you retain more of your [...]
