Michael Repak May 15, 2019
Choosing how you register your business (the form of your new organization) is an important decision during the life of your business and when planning for your exit strategy.
May 15, 2019
If you or a family member has a disability, you may be interested in learning about a new tax-advantaged option called an ABLE account which can be used to save or invest for qualified disability expenses. Many states have already launched ABLE programs, and more are in the works.
Environmental, Social, and Governance (ESG) investing is an investment process that takes into consideration environmental, social, and governance factors, in addition to typical financial and economic considerations, when making investment decisions.
Stephen Gaines May 14, 2019
If you are a business owner, you likely spend much of your time immersed in the details of your business—meeting with customers and prospects, running the day-to-day operations, managing employees, and developing strategies for the next phase of growth. Like many business owners, however, your end game might be the successful sale of your business.
April 10, 2019
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you've chosen an asset allocation, market forces may quickly begin to tweak it.
A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual's favorite charity and his or her own family.
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.
Life insurance can be an excellent tool for charitable giving.
When investing, particularly for long-term goals, there investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation.
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you.
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