If you're like most Americans, you don't have an estate plan (according to various sources, adults with estate plans range from 23% to 33% of the population). You may not even...
Cross “Create an Estate Plan” Off Your To-Do List
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What To Do If Your Business Is Defrauded
Occupational fraud isn't just a financial threat. It can potentially change a business's reputation, culture and relationships. But before dealing with any larger ramifications...
Resources to Uncover “Lost” or Old Retirement Plan Assets
Unclaimed property in retirement plans can remain missing for many years. You may have left money when changing employers or retiring. Things get left behind or sometimes or you...
Smart Tax Planning Pays Off
If you're financially successful or expect to become so, taxes are or will become one of your biggest expenses — and most people want to minimize their tax obligations. Roughly...
Valuations in Shareholder Disputes
Shareholder disputes are common occurrences in today's complex business world. These disputes can often be divisive, long-lasting and expensive. They can arise in almost any...
How New Retirement Plan Emergency Savings Accounts Work
Starting in 2024, employers can offer their nonhighly compensated employees the option to participate in emergency savings accounts that are linked to their company defined...
FAQs on the General Business Credit
The general business credit (GBC) may help certain small businesses cut their federal income tax obligations significantly. This is an "umbrella" credit that encompasses various...
How a Business Valuation Pro Can Help Avoid M&A Pitfalls
Merger and acquisition (M&A) activity increased significantly in the fourth quarter of 2023, signaling a hot M&A market for 2024. But there are some potential pitfalls...
Are You Familiar With the FUTA Tax?
You're probably knowledgeable about the FICA tax, which was established by the Federal Insurance Contributions Act, and is paid by both employers and employees through payroll...
Do You Qualify for the Favorable HOH Status?
The head of household (HOH) federal tax filing status is often misunderstood by taxpayers who might qualify, including single, divorced or legally separated parents, and...