Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate and transfer your wealth to loved ones after your death. Some say it would be wise to make gifts now to take advantage of the inflation-adjusted $12.06 million gift [...]
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There’s little evidence that the incidence of occupational fraud [...]
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Artificial intelligence (AI) is rapidly transforming everyday life. But [...]
It’s Time to Review Your Estate Plan
The gift and estate tax exemption is now “permanent” [...]
Are You Prepared to Inherit a Windfall?
For many, the idea of receiving a large inheritance [...]
You Haven’t Properly Planned for Exemption Portability
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Address Mental Health Care with a Psychiatric Advance Directive
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America Goes Digital: The End of Federal Paper Checks
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Washington State Sales Tax – Technology Companies
Effective October 1, 2025, Washington State will significantly broaden its [...]
One Big Beautiful Bill Act – Impact on Businesses
On July 4, 2025, the One Big Beautiful Bill [...]
One Big Beautiful Bill Act – Impact on Individuals
On July 4, 2025, the One Big Beautiful Bill [...]
Nonprofit Liable for Employment Taxes on Founder
Does your nonprofit pay one or more of your [...]
