The federal estate tax is not just for the ultra wealthy - it can affect business owners, real estate investors, and families with substantial or highly appreciated assets.

These are some of the proposed tax law changes for January 2025.

Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...

Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...

The Corporate Transparency Act (CTA), brings a new wave of transparency to the business landscape. Designed to combat money laundering...

Many of you have heard of Friday’s (March 10, 2023) collapse of the Silicon Valley Bank (SVB). It is now under FDIC control and many...

QUESTION Q: Can a married employee name a beneficiary other than spouse on 401(k) –Helpful Boss ANSWER A: Dear Helpful: It can be very...

Starting a business is exciting, but it can quickly become a stressful situation if the owners can’t agree. This is especially true when...

En una corporación pública, los accionistas pueden vender acciones de la compañía al precio actual del mercado en cualquier momento. Sin...

In a public corporation, shareholders can sell company stock at the current market price at any time. However, selling shares in a...

Agreements are the heart of your business. Indeed, your entire business is one vast series of agreements: agreements with investors and...

Agreements are the heart of your business. Indeed, your entire business is one vast series of agreements: agreements with investors and...

Todo el mundo ha estado hablando sobre el fallecimiento de la reina Isabel, ¿no se suponía que viviría para siempre? ¡Afortunadamente,...

Everyone has been talking about Queen Elizabeth’s passing – wasn’t she supposed to live forever? Luckily, she knew better and had a plan!...

Benjamin Franklin famously quipped, “If you fail to plan, you are planning to fail.” From the very beginning, you had a plan for your...

If you dream of one day leaving your company to your family, but you haven’t properly included your business in your estate plan, that...

In theory, a limited liability company (LLC) can last in perpetuity. However, the owners of an LLC should plan for the day when they are...

We protect what we value most with insurance. Car insurance and home insurance ensure that we can financially survive a major property...

Regardless of the industry you are in, the reality of being a business owner is that you open yourself up to a number of unique risks...

You have spent years building your small business, but have you taken time to consider what will happen to it when you retire, become...