The Tax-Free Retirement Savings Option: Is a Roth IRA right for you?

If you are looking for tax-free income and more flexibility during retirement, perhaps you should look into investing in a Roth IRA. While Roth IRA … [Read more...]

Stop the Clock: Your most important defense against an audit

In a tax court decision, a judge ruled that a joint tax return not signed by both spouses is not a validly filed tax return.* This seems like a simple ruling … [Read more...]

Have you recently reviewed your life insurance needs?

Once upon a time, life insurance played a much larger part in an estate plan than it does now. Why? Families would use life insurance payouts to pay estate … [Read more...]

To file or not to file a gift tax return, that is the question

If you made gifts last year you may be wondering if you need to file a gift tax return. The short answer: There are many situations when it’s necessary (or … [Read more...]

Key tax issues in M&A transactions

Merger and acquisition activity dropped dramatically last year due to rising interest rates and a slowing economy. The total value of M&A transactions in … [Read more...]

How to Handle All Those Forms

Your mailbox has filled up with tax forms over the last several weeks and there are likely more to come. Getting your forms organized makes your tax filing … [Read more...]

What business owners can do about insurance fraud

According to various sources, around 10% of all insurance claims involve fraud. Insurance companies generally pass along the cost of these fraud losses to … [Read more...]

Business owners: Now’s the time to revisit buy-sell agreements

If you own an interest in a closely held business, a buy-sell agreement should be a critical component of your estate and succession plans. These agreements … [Read more...]

How the new SECURE 2.0 law may affect your business

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for … [Read more...]

2023 tax calendar

To help you make sure you don’t miss any important 2023 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are … [Read more...]