Essential Estate Planning Documents
Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. Learn which documents are essential for any estate plan and about other...
18 September, 2022
Author: Don Breckenridge
Tax Credits and Savings for Education
College is a significant investment, whether you’re paying for your own education or a dependent’s. Thankfully, there are tax credits to help defray the costs. Learn about two available...
18 September, 2022
Understanding Long-term Care and Insurance
Unfortunately, many of us will need long-term care at some point in our lives. In this article, we explore the average costs of long-term care and the different methods of...
18 September, 2022
Preparing Your Business for an Exit
Selling your business is a significant undertaking that requires foresight, thoughtful planning, and an honest look at you and your business. If done correctly, it is an exciting time that...
18 September, 2022
What is the Work Opportunity Tax Credit (WOTC)?
The Work Opportunity Tax Credit is an incentive for businesses to hire workers who might have a challenging time entering the workforce. Learn about the WOTC requirements, credit amount, and...
18 September, 2022
Growing your Business Through Mergers and Acquisitions
The business world is consolidating rapidly and companies of all sizes are looking to increase their size, power, and efficiency through merger and acquisition (M&A) activity. Learn how a...
18 September, 2022
Major Provisions of the Inflation Reduction Act of 2022
In August 2022, President Biden signed the Inflation Reduction Act (IRA) into law. Learn about the major provisions related to climate, energy, and taxes and how they may affect...
13 September, 2022
IRS delays caused employers to wait on needed COVID tax credit relief
(authored by RSM US LLP) Congress passed multiple pieces of legislation aimed at providing relief to employers struggling due to the pandemic. A new Treasury Inspector General for Tax Administration...
08 September, 2022