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To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills, trusts and other estate planning documents.
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If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse the bequest, saving gift and estate tax while redirecting funds appropriately.
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October is Cybersecurity Awareness Month. The IRS recently warned the public of scams called “smishing” that use texts to steal personal information or download malicious code to a phone.
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Too many people miss out on a tremendous tax savings because they simply don’t know they qualify as a real estate professional. Don’t let this be you!
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Congress has officially passed the Inflation Reduction Act of 2022 and the President will be signing the bill soon. Find the key provisions of this bill that could impact you and your organization.
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The generation-skipping transfer (GST) tax is among the harshest and most complex in the tax code. So, if you’re planning to share some of your wealth with your grandchildren or great grandchildren — or if your estate plan is likely to benefit these generations — it’s critical to consider and plan for the GST tax.
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The terms “last will and testament” and “living will” may sound similar, but, in fact, they’re not at all similar. The latter is an important estate planning document that details your medical wishes should you become incapacitated.
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The research and development (R&D) tax credit has long served as an incentive for business owners to invest in R&D efforts. Recently, however, one of its most advantageous benefits disappeared. Here’s what you should know.
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In addition to helping to reduce health care costs, a Health Savings Account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs.
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Great news for Minnesota nonprofits and businesses–lawmakers finally came to an agreement on how to repay the state’s unemployment insurance trust fund. How does this impact your organization?
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