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 [...]
Recent Articles
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]
Federal and Oregon Filing Requirements – Information Returns
The due date for 2023 Forms W-2, W-3, 1099-MISC [...]
No time like the present – Address top estate planning priorities today
When it comes to estate planning, consider taking a [...]
Nonprofits: Do your due diligence before taking out a loan
Most Americans take out loans at some point in [...]
Crowdfunding comes with tax risks
Crowdfunding campaigns are designed to raise money for individuals [...]
What do you know about Form 990? Board review can benefit nonprofit governance.
Most board members know- or should know- that the [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
Going through a divorce?
Despite its unusual sounding name, a QDRO isn’t an [...]
Overlooking foreign assets can be detrimental to an estate plan
When working with an estate planning advisor, it’s critical [...]
Be prepared for IRS audits of COVID-19 ERC claims
ERC in a nutshell The ERC is a refundable [...]
Corporate Transparency Act and Beneficial Ownership Information Reporting
The Corporate Transparency Act (“CTA”) was enacted by Congress [...]