News and Updates

Caregiving for a Parent? Don't Miss Out on Tax-Saving Opportunities

Caregiving for a parent can be mentally and emotionally demanding. But providing financial support may allow you to claim a tax credit, use a more favorable filing status or deduct certain medical expenses, depending on your situation. Here's what you need to know.

Small Business Retirement Benefits: SEP Plans vs. SIMPLEs

Are you ready to set up a tax-advantaged retirement plan for your small business? If so, two of the...

Selling Commercial Real Estate? A 1031 Exchange Could Keep More Capital Working for You

Selling an appreciated commercial property can create an interesting problem.

You may be ready to...

Why an SMLLC May Make Sense for Commercial Real Estate

When acquiring a commercial property, deciding what to buy is only part of the equation. There’s...

Tax Planning Can Ease the Sticker Shock of Raising a Child

If you're a parent who's been doing some back-to-school shopping lately, you know that raising a...

Getting Divorced? Consider Taxes When Splitting Up Retirement Accounts

Divorce is a major life event that can have significant personal and financial consequences. In...

Investing in a Limited Partnership? Beware of the PAL Rules

In businesses structured as limited partnerships, the advantage of being a limited partner (as...

12 Essential Steps to Starting a Small Business

Starting a small business can be exciting. But turning a promising idea into a viable enterprise...

Qualified Adoption Assistance Programs Can Deliver Value Beyond Their Cost

Employers are under constant pressure to make their benefits packages more competitive, but adding...

Trump Accounts Go Live and the IRS Provides Tax-Reporting Relief

Parents, grandparents and others can now contribute to Internal Revenue Code Section 530A...