Topics
Topic:
Client Services
-
Understanding Estate Exemption Rules
At the beginning of 2013, Congress made the estate tax exemption permanent at $5 million per person, the 2012 rate, but adjusted the amount for inflation each year going forward. The Tax Cuts and Jobs Act of 2017 further increased the exemption to $10 million with adjustments for inflation until 2025. After 2025, the exemption…
-
Why Retirement Savers Should Ignore the Robinhood Hubbub
Long-term investors with diversified nest eggs have little to fear from the GameStop saga.
-
Asset Sale vs. Stock Sale: How to Weigh the Options When Selling a Business
One of the main considerations when selling a business is whether to structure the deal as an asset sale or a stock sale. Owners may simply be thinking, “Does it matter as long as I get the highest sales price?” Well, there are plenty of considerations that can make a lower sales price more attractive.…
-
529 ABLE Plans: Pros & Cons
529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a low-cost alternative to a special needs trust. A 529 ABLE plan is similar to an education 529 plan in that earnings on the contributions are tax-deferred and tax-free when withdrawn to pay for qualified expenses for…
