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How much money is your business spending on insurance products? Insurance is often a major business expense, and it can be a lifesaver when the unexpected happens. However,...
Should you transfer wealth during your lifetime or transfer it to heirs after your death? Answering this question can be complicated because many factors are involved. For...
Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in many...
If you're looking to save for your child's or grandchild's education, you may have several options, including 529 plans, Coverdell education savings accounts (ESAs) and IRAs. But...
Even though many employees say their employers offer more than one health plan option, a recent survey by the Employee Benefit Research Institute (EBRI) found that most enrollees...
The federal income tax treatment of business-related meal and entertainment expenses has been a moving target the last few years. If you're confused about what rules...
In a statement posted to its website on February 3, 2023, the IRS asked certain taxpayers to temporarily hold off on filing their 2022 returns until it could issue guidance on...
Are you up to date on the latest has been filed, you can focus your efforts on reducing its 2023 tax liability. What are the top tax-saving opportunities available to...
The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) includes important changes that will affect employer-sponsored retirement plans and self-employed...
After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0). This part of the omnibus...