IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
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May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
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Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Read this Insight...Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Read this Insight...Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
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When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many ...
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Future-Forward Manufacturing
Many manufacturers are feeling the impact of the current crisis. But companies that are ready to retool and ...
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By the Numbers: The Key Adjustments for 2021
What will 2021 bring us? After a year of turmoil and surprises, no one has a ...
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Restructuring Debt as a Business Strategy
Many businesses are facing the financial effects of the Covid-19 pandemic. The loss of clients and ...
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Hobby or Business: The IRS Takes a Stand
From a tax perspective, the distinction between hobbies and businesses is important because businesses can deduct ...
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Year-End Tax Planning for Businesses
Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but ...
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Year-End Tax Planning for Individuals
We recognize the impact this unimaginable year has had on all of us. There have been ...
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Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices. ...
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5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact ...
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How To Use a CPA as an Expert Witness
A CPA may be called upon as an expert witness to render a professional opinion, whether ...
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10 Ways to Improve Your Cash Flow
Cash flow is king. It is the lifeblood of any business. Often referred to as “working ...
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Tips for a Quicker End to Your Mortgage
If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
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