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If your business has co-owners, you probably need a buy-sell agreement

Jul 18, 2024 | Small Business

For most business co-owners, the value of their business shares comprises a big percentage of their estates. Having a buy-sell agreement protects co-owners and their heirs and helps avoid hassles with the IRS.

Use a Qualified Charitable Distribution to avoid taxable IRA withdrawals

Jul 11, 2024 | Individuals

Here’s a strategy for older taxpayers who are charitably minded and also must take required minimum distributions from their traditional IRAs.

Hiring your child to work at your business this summer

Jul 4, 2024 | Small Business

Hiring your child at your business this summer? It can be a tax-smart idea. Here are the benefits.

The tax consequences of selling mutual funds

Jun 27, 2024 | Individuals

Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules.

Three timelines business owners should look at for succession planning

Jun 20, 2024 | Small Business

Business owners: When creating a succession plan for your company, you’ll ideally want to account for three separate timelines. Here’s a brief look at each.

You may be entitled to tax breaks if caring for an elderly relative

Jun 6, 2024 | Individuals

If you’re caring for an elderly relative, you may be entitled to some tax breaks. Here are four of them.

Tax tips when buying the assets of a business

May 30, 2024 | Small Business

When buying a business, you may not focus on taxes. But the way the transaction is structured can lead to better or worse tax results after the acquisition.

When do valuable gifts to charity require an appraisal?

May 23, 2024 | Individuals

If you donate valuable assets to charity and don’t follow certain requirements, the charitable tax deduction may be denied. Here are some answers to questions about how to protect your deductions.