As you know, tax reform is one topic you can’t escape these days. With proposals in both the House and the Senate, we thought it would be helpful to review some of the changes that could affect your business in 2018.
Other important changes have been proposed as well. Please let us know if you have any questions regarding recommendations for the year-end.
Receive Free financial tips & Tax Alerts!
"*" indicates required fields
Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to consider using is a donor-advised fund (DAF). What’s the main…
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of…
An inheritor’s trust is a specialized estate planning tool designed to protect and manage assets you pass to a beneficiary. One of its primary advantages is asset protection. It allows…