How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar
Register Now

All About Tax (17)

New Legislation Changes Partnership Audit Rules and Taxation

The Bipartisan Budget Act of 2015 (BBA), signed into law in November 2015, brought about major changes to the rules relating to IRS tax audits of partnerships.
Read The Full Blog
Filter Blog Posts By Topic

Is a Cash Balance Retirement Plan Right for You and Your Business?

A cash balance retirement plan is more expensive to set up and administer, but the tax benefits might make it worthwhile.
Read The Full Blog

Program-Related and Mission-Related Investments for Private Foundations

Even though a private foundation is required to make annual distributions (usually 5% of its net asset base) in support of its mission, the vast majority of its assets must remain invested and is not otherwise available to provide support for its causes.
Read The Full Blog

Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
Read The Full Blog

The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
Read The Full Blog

Tax Deductions for Car and Truck Expenses Require Careful Documentation

When it comes to vehicle expense tax deductions (and costs related to other “listed” property), as well as travel and entertainment expenses, the law is clear and strict on required documentation. You don't want to lose tax deductions because of...
Read The Full Blog
15 16 17 18 19

Get The Latest Business, Tax And Financial Insights.