Corporate compensation spotlight: Employee stock purchase plans

If your business is incorporated and seeking an attention-grabbing compensation benefit, check out an employee stock purchase plan ...
Continue Reading

Use a CRT and a WRT in tandem to achieve two estate planning goals

Would you like your estate plan to support your favorite charity and leave a legacy for your family? ...
Continue Reading

An ILIT has many benefits, but options are available to undo it

Life insurance can provide peace of mind. But if your estate is large enough that estate taxes are ...
Continue Reading

Accounting for intellectual property in your estate plan

When most people think about estate planning, they focus primarily on tangible assets, such as real estate, investments ...
Continue Reading

Your Health Savings Account and your estate plan: What you need to know

A Health Savings Account (HSA) can be a valuable asset in your estate. Contributions to an HSA are ...
Continue Reading

Does your estate plan include a living will?

A comprehensive estate plan does more than simply distribute your assets after your death — it also protects ...
Continue Reading

Your post-tax-filing checklist

After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but ...
Continue Reading

What you need to know about filing an extension — and minimizing penalties

If you don’t have everything ready to complete your 2025 federal individual income tax return by the April ...
Continue Reading

Are you eligible for mileage deductions?

Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if ...
Continue Reading

It’s your last chance to claim these clean energy tax breaks

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. ...
Continue Reading

April 15 is the deadline for more than just your income tax return

You know your 2025 federal income tax return is due April 15, 2026. But do you know what else ...
Continue Reading

April 15 isn’t only the income tax return filing deadline, it’s also the gift tax return filing deadline

If you made large gifts to family members or heirs last year, you may need to file a ...
Continue Reading