Blog

12Mar, 2024

Business Succession Planning: Preserving Your Company for Future Generations

Many people start businesses and may even keep them for many years. Some even own a business for generations, handing it down from generation to […]

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15Feb, 2024

Understanding the New Tax Laws: What You Need to Know for the Upcoming Year

Each year sees changes to the tax code. Those changes usually affect nearly everyone. In 2023, tax changes in the Inflation Reduction Act came into […]

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16Jan, 2024

Year-Round Tax Planning: Making Smart Financial Decisions for Optimal Tax Outcomes

 

The saying “The only things certain in life are death and taxes” holds true, but individuals can exercise control over their financial destinies by adopting […]

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15Dec, 2023

Estate Tax Planning: Utilizing Trusts to Minimize Tax Burden on Your Heirs

When you want to pass your assets to heirs, having an estate plan is critical; otherwise, your assets will go through probate. This could result […]

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3Nov, 2023

Revocable vs. Irrevocable Trust

Estate planning is complex as there are many choices to make sure your loved ones receive your assets. One of those choices is whether to […]

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