Apr 29, 2021 | Audit, Blog, The Valuation Report
When valuation analysts dig into the numbers, they often rely on financial information provided by the target company. As the engagement proceeds, sometimes the numbers do not seem quite right. Maybe expenses seem too high or owner’s compensation seems too low....
Apr 19, 2021 | Blog, Estate Planning
The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of wealth make your heirs act financially irresponsible or reckless? Anticipating a cash cushion, will they neglect their education or fail to pursue...
Apr 5, 2021 | Blog, Family Administrative Services, Tax
The Achieving a Better Life Experience (ABLE) Act of 2014 allows states to set up ABLE account programs, which function similarly to state-run Section 529 college savings programs. You can establish a tax-favored ABLE account to cover qualified disability expenses of...
