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Topic:
Tax Planning
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Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
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Understanding Form 5500: A Guide for Business Owners
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
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RMD Essentials: Maximizing Your Retirement Plan
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…
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Preparing for Potential Estate Tax Changes in 2026: Should You Gift Now?
Estate planning is all about preparing for an inherently unknowable future. And when it comes to estate taxes, staying informed is a crucial element in maintaining a comprehensive financial plan. As we look ahead to 2026, potential changes in estate tax laws could have significant implications for many individuals and families. For example, the increased estate…
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Investing in Your Legacy: The Importance of Estate Planning
Estate planning—it’s often a topic people shy away from or put off for another day. Yet, its importance cannot be overstated. Regardless of age or financial status, crafting a solid estate plan is essential for ensuring your wishes are carried out and your loved ones are provided for in the future. Protecting your assets Without…