7 Year-End Tax Planning Tips for Individuals
As the holidays approach, it’s time to consider tax planning moves that will help lower your 2024 taxes, as well as set you up for tax savings in future years.
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Business Succession and Estate Planning Should Be Inseparable
If you’re a business owner, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation.
Tax Considerations When Choosing a Business Entity
Are you in the process of starting a business or contemplating changing your business entity? If so, you’ll need to decide how to organize your company.
Renting to Family Members
Here’s a look at the tax treatment that applies when you rent to unrelated parties and how the rules change when you rent to relatives.
Have You Recently Reviewed Your Life Insurance Needs?
The amount of life insurance that’s right for you depends on your personal circumstances, so it’s critical to review your life insurance needs regularly in light of changing circumstances.