Take a balanced approach to retirement and estate planning using a split annuity
If you’re approaching retirement or have already retired, one of the biggest challenges [...]
Estates now have an additional three years to file for a portability election
Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift [...]
When little things mean a lot: Estate planning for personal property
Personal items — which may have modest monetary value but significant sentimental value [...]
Weathering the storm of rising inflation
Like a slowly gathering storm, inflation has gone from dark clouds on the [...]
How to keep remote sales on point
The pandemic has dramatically affected the way people interact and do business. Your [...]
6 steps to easing employees’ fears about innovation
Business owners often find the greatest obstacle to innovation isn’t the change itself, [...]
Last call for lease accounting
The updated lease accounting standard is currently in effect for private companies. After [...]
Remote auditing: A brave new world
The pandemic has presented numerous challenges for businesses, but it also taught us [...]
How to account for collaborative agreements
Today, many companies share research or technology to develop new products. For example, [...]
Five tax implications of divorce
Are you in the early stages of divorce? In addition to the tough [...]