Address Digital Assets in Your Estate Plan
Today, almost everyone owns some sort of digital asset—and some of these assets can be quite...
Are Your Social Security Benefits Taxable?
Many retirees have seen their Social Security benefits increase in 2023 due to a cost-of-living...
Estimating the Value of Your Business Today
Proactive business owners always have an eye on the future. And part of that preparedness means...
Do You Owe SE Tax on Home Rental Income?
If you rent out a second home—or part of your main residence—you may be unclear about whether you...
How Newlyweds Can Maximize the Home Sale Gain Exclusion
Whether you're getting married for the first or fifth time, it's common for one spouse (or both) to...
Rising Rates Add to the Appeal of CRTs
If you're philanthropically inclined, have you considered establishing a charitable remainder trust...
Ways to Secure Your Estate Plan
Estate planning isn't just for the rich and famous. For example, you may have family heirlooms...
Investor Alert: Tax Impact of Gyrating Markets
The stock markets have experienced significant volatility over the last year, causing many...
How Divorce Affects Eligibility for the Home Sale Gain Exclusion
It's common for couples who divorceto sell their homes. Not only does this move give former...
Inheriting Money? Considerations for Handling It
After receiving an inheritance, you need to determine how to incorporate those assets, whether...