Choosing a funding method for your buy-sell agreement

Anyone who owns a closely held business with at least one other partner needs to [...]

Unexpected retirement plan disqualification can trigger serious tax problems

It’s not unusual for the IRS to conduct audits of qualified employee benefit plans, including [...]

The tax dangers of providing for employees in your estate plan

If you’re an employer, you may think of your employees as family. But if you [...]

Why it’s a good idea for employers to encourage 401(k) rollovers

Many people collect “orphan” 401(k) plan balances as they move from job to job. Why [...]

Why it’s time to start tax planning for 2016

Now that the April 18 income tax filing deadline has passed, it may be tempting [...]

4 tools for addressing incapacity in your estate plan

Estate planning is often associated with death. But it’s just as important for your plan [...]

Contemplate your company’s compensation philosophy

Without a good pay and benefits structure, you can’t attract and retain the best employees. [...]

What 2015 tax records can you toss once you’ve filed your return?

What 2015 tax records can you toss once you’ve filed your return? The short answer is: [...]

Ensure your high-cash-value life insurance policy fully benefits your loved ones

If you own a life insurance policy that has built up a sizable cash value, [...]

Would gamification play at your company?

“Gamification” — it’s not the easiest word to say. But the concept is catching on [...]