Estate planning tools such as powers of appointment can provide you peace of mind. How? You’ll know that a trusted individual will be able to adjust the distribution of your assets if needed to achieve your goals.
Add Flexibility To Your Estate Plan With Powers Of Appointment Read More »
Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
Tax Mitigation Strategies When Rebalancing Your Investment Portfolio Read More »
C corporation shareholders usually owe tax on gains from selling stock. But with qualified small business (QSB) stock, owners hold the key to a potential gain exclusion. Is this strategy right for your business?
Unlock Tax-Free Gains With QSB Stock Read More »
Can a donor-advised fund help you achieve your charitable giving, tax saving and estate planning goals?
If You’re Charitably Inclined, Your Estate Plan Can Benefit From A Donor-Advised Fund Read More »
Keeping your withholding aligned with your expected tax liability can help you enjoy better cash flow during the year and avoid unwelcome surprises at filing time. Learn how to fine-tune it.
Fine-Tune Your Tax Withholding After Filing Your Return Read More »
Well-established nonprofits face a distinct set of challenges that can make it difficult to stay on target. Learn to recognize (and overcome) common pitfalls that come with maturity.
How Can an FLP Fit Into Your Overall Estate Planning Strategy? Read More »
Tax law changes under the One Big Beautiful Bill Act require you to revisit (and potentially revise) your 2026 tax strategies.
New Provisions for 2026 May Affect Your Tax Planning Read More »
If you haven’t recently reviewed your estate plan, there may be multiple reasons to do so now.
When Should You Update Your Estate Plan? Read More »
Now is a good time to review your medical expenses for 2025 and see if you had enough so you can claim the medical expense deduction. But first you need to know what’s potentially deductible.
When Medical Expenses Are (And Aren’t) Tax Deductible Read More »
If you or someone in your family became disabled or blind after turning 26 but before age 46, the expansion of ABLE account eligibility in 2026 provides a new opportunity for tax-advantaged savings.
