May 26, 2022 | Advisory, Blog, Closely Held Businesses, Cybersecurity, Estate Planning, Manufacturing, Nonprofit, Real Estate and Construction, Startup Business
According to blockchain data company Chainalysis, cryptocurrency transactions associated with illegal activity topped $14 billion in 2021. That’s almost double 2020 numbers — and the momentum shows no signs of slowing. In addition to outright cryptocurrency theft,...
May 16, 2022 | Advisory, Blog, Estate Planning, Family Administrative Services, Nonprofit, Tax
Nongrantor trusts can help you make charitable gifts that provide greater tax benefits than you would receive for individual donations. Although you do not give to charity simply for the tax deductions, it is wise to make the most of the money you have. Individual and...
Apr 11, 2022 | Blog, Estate Planning, Tax
When a loved one passes away, the executor of the deceased person’s estate is charged with handling the estate’s financial affairs. If a loved one dies without a valid will, the probate court will appoint an administrator to handle these chores. Here’s an overview of...
Mar 28, 2022 | Blog, Estate Planning
Does your estate plan include instructions on how to access your online bank and brokerage accounts? What about your social media accounts and electronically stored photos? And if you own blockchain assets, they could be permanently lost if your professional advisor...
Feb 15, 2022 | Blog, Closely Held Businesses, Estate Planning, Manufacturing, Mergers and Acquisitions, Nonprofit, Startup Business, Tax
Most people hope to pay the least amount of income taxes, but they are not always certain about how to make sure they do not pay more than necessary. Watching out for the following seven common errors when preparing and filing taxes will help you avoid overpaying. 1....
Dec 29, 2021 | Advisory, Blog, Estate Planning, Tax
It’s almost time to ring in the New Year — and many people are looking forward to putting 2021 in the rearview mirror. While New Year’s resolutions often focus on eating less and exercising more, you should also give some thought to your financial fitness. Here are...
