Are you looking for an opportunity to network and acquire new techniques, strategies, and ideas that could benefit your small business? If so,consider attending a small-business conference.
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An Overview of Asset Preservation with A/B Trusts
Asset preservation goes hand-in-hand with wealth accumulation. The Federal estate tax law makes planning your estate and staying abreast of legislative changes essential.
Tax Act Tightens Rules on Vehicle Donations
Fundraising through vehicle donation programs took a hit when the American Jobs Creation Act was passed in October 2004.
Key Person Insurance: Cash, When It’s Needed Most
If the ongoing success of your business depends on one or more key individuals, you may want to consider the role that insurance can play in protecting your business.
Practical Uses for Practical Trusts
Trusts are valuable tools that can help you and your family achieve a variety of financial and estate planning goals.
Minimizing the Risk of Getting Audited
The IRS has been stepping up its efforts to ensure that Americans are accurately reporting the taxes they owe and is auditing a growing number of taxpayers.
Your Business: Solutions for Succession
A family business may grow to the point where you, the owner, are called upon to undergo a radical transformation and change from being the “doer” to being the manager.
Lifestyle•Advocacy•Family•Finance Newsletter
THE PILOT MYSTERIES We’ve got a special treat for you this edition. It’s my pleasure to announce that our firm is releasing our very own serialized mystery series.
Using a Durable Power of Attorney
While an attorney is a licensed professional who is legally designated to conduct business on your behalf, did you know you have the right to grant this power to anyone you choose?
Guiding Light: The IRS and Letter Rulings
Although the federal Tax Code (the Code) and its accompanying regulations cover myriad topics, they do not address every possible financial transaction.