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News & Updates
When providing for your children, one trust may be better than two
May 2, 2024
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Tax & Estate Planning
One of the most effective ways to provide for your children in your estate plan is to set ...
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Are your volunteers risking legal and tax liability?
May 2, 2024
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Non Profits
Comprehensive risk management is one of the primary responsibilities of not-for-profit leaders. You probably regularly consider and act ...
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Best practices for offsite construction project management
Apr 30, 2024
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Construction
Under the offsite construction model, major building components or even entire modular structures are prefabricated in manufacturing facilities ...
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Taxes when you sell an appreciated vacation home
Apr 30, 2024
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Tax & Estate Planning
Vacation homes in upscale areas may be worth way more than owners paid for them. That’s great, but ...
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Challenges of valuing family-owned businesses
Apr 29, 2024
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Valuations
Working together can bring out the best — and worst — in families. Here are some issues business ...
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How employers can build trust in their HR departments
Apr 26, 2024
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Employer Benefits
In many workplaces, the human resources (HR) department is the de facto face of the employer. HR departments ...
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Address mental health care in your estate plan with a psychiatric advance directive
Apr 25, 2024
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Tax & Estate Planning
It’s not uncommon for people to address the fact that they may one day become physically incapacitated and ...
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Disaster relief charities: Know the rules before providing aid
Apr 25, 2024
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Non Profits
The United States is entering the most natural-disaster-prone time of the year. Tornadoes are most likely to occur ...
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IRS Issues Guidance on Tax Treatment of Energy Efficiency Rebates
Apr 24, 2024
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Tax & Estate Planning
The Inflation Reduction Act (IRA) established and expanded numerous incentives to encourage taxpayers to increase their use of ...
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Florida Drops Sales Tax Rate on Real Estate Leases From 4.5% to 2%
Apr 24, 2024
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News
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Tax & Estate Planning
Effective June 1, 2024, a significant change is coming to real estate rentals in Florida. The state sales ...
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Reverse sales and use tax audits can reveal refund opportunities for manufacturers
Apr 23, 2024
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Manufacturing
While most states offer sales and use tax exemptions for certain purchases by manufacturers, the details can vary ...
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Watch out for “income in respect of a decedent” issues when receiving an inheritance
Apr 23, 2024
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Tax & Estate Planning
Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, ...
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