Year-end tax planning for businesses often focuses on acquiring equipment, machinery, vehicles or other qualifying [...]
While tax consequences should never drive investment decisions, it’s critical that they be considered — especially [...]
As the end of the year approaches , make a few tweaks to put your [...]
If your adult children face the prospect of high taxes on their estates, consider skipping [...]
It’s easy to fall into the trap of thinking about a succession plan as being [...]
Donations to qualified charities are generally fully deductible, and they may be the easiest deductible [...]
For married couples living in a community property state, money earned and property acquired by [...]
Many employers with long-established 401(k) plans hesitate to add automatic enrollment. (Under an “auto-enroll” feature, [...]
If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for [...]
For young, affluent people, designing an estate plan is a challenge because it’s difficult to [...]
