Lifetime Gifting of Stock or Business Interest
Gifting your business interest allows for more flexibility than selling your business outright. Learn more in this Business Tip.
Travel Insurance
If your well-deserved vacation is canceled or cut short, will you be able to get any of the money you’ve spent back? Find out in this Insurance Tip.
IRS Reinterprets the Once-Per-Year IRA Rollover Limitation
A recent Tax Court Case ruled the once-per-year rollover applied to the aggregate of all of the taxpayer’s IRA accounts. Does this affect you? Find out in this Tax Tip.
Finding Money to Pay College Bills Out of Pocket
If college expenses are more than you anticipated, there are ways to find the money to keep your student enrolled. Learn more in this Financial Tip.
Gifting to Graduates and Newlyweds
‘Tis the season for gifting! And you thought it was just at Christmas. With weekends packed with graduation parties and weddings, there are plenty of opportunities to trigger the gift tax.
Unplanned Business Liquidations
Generally, liquidation is a worst-case scenario for any business. You may lose more than your hard assets. Read why in this Business Tip.
Life Insurance and Terminal Illness
For the terminally ill, life insurance is a valuable resource. We explore some ways life insurance policies can be used. Read more in this Insurance Tip.
President Proposes Reinstating Gift Limits
If you plan to gift your estate, you may want to pay attention to the proposed changes in gift tax laws. Learn more in this Tax Tip.
Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Cyber Liability Must Have for Businesses
Even with the most sophisticated data management plan in place, every business is a target for security breaches