More parents may owe “nanny tax” this year, due to COVID-19

In the COVID-19 era, many parents are hiring nannies and babysitters because their daycare centers and summer camps ...
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Forecasting financial results for a start-up business

There’s a bright side to today’s unprecedented market conditions: Agile people may discover opportunities to start new business ...
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Because of COVID-19, college-aged children need a basic estate plan

It’s August, and that means it’s time to get ready to go back to school for many students. ...
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The tax implications of employer-provided life insurance

Does your employer provide you with group term life insurance? If so, and if the coverage is higher ...
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protecting your will

Avoid “bad blood” among family members: Protect your will from legal challenges

You’ve probably seen it in the movies or on TV: A close-knit family gathers to find out what’s ...
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Are scholarships tax-free or taxable?

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going ...
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Drive success with dashboard reports

Timely, relevant financial data is critical to managing a business in today’s unprecedented conditions. Similar to the control ...
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Fortify your assets against creditors with a trust

You may think of trusts as estate planning tools — vehicles for reducing taxes after your death. While ...
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Take advantage of a “stepped-up basis” when you inherit property

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or ...
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estate planning for digital assets

Zeros and ones: Estate planning for your digital assets and accounts

Nearly everyone owns at least some digital assets, such as online bank and brokerage accounts, bill-paying services, cloud-based ...
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