Direct payments of tuition and medical expenses can reduce future estate tax exposure

With the gift and estate tax exemption at $5.45 million in 2016, you may be less [...]

Prevent expense account padding with the right policies

Ask employees whether padding expense account reports is wrong and just about everyone will say [...]

Should you make a “charitable IRA rollover” in 2016?

Last year a break valued by many charitably inclined retirees was made permanent: the charitable [...]

The tax and estate planning pitfalls of retiring overseas

Have you dreamed of spending your golden years in a tropical paradise or a culture-rich [...]

Estate tax deferral offers relief to some business owners

If a substantial portion of your wealth is tied up in a family or closely [...]

To deduct business losses, you may have to prove “material participation”

To deduct business losses, you may have to prove “material participation” You can only deduct [...]

Follow all rules when transferring assets to an irrevocable trust

Irrevocable trusts can provide a variety of benefits, including gift and estate tax savings, creditor [...]

HSA + HDHP = Your ideal benefits strategy?

Health Savings Accounts (HSAs) were created as a tax-favored framework to provide health care benefits [...]

There’s still time for homeowners to save with green tax credits

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through [...]

3 benefits of donor-advised fund giving

Charitable giving through donor-advised funds (DAFs) has grown in popularity in recent years. Generally, creating [...]