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For years, we have used lifetime gifts to irrevocable trusts for clients with large estates. Assets gifted to an irrevocable trust removes the gifted assets…

As a business owner, you may consider using social media to enhance your business’s engagement and reach. One way to do this is through social…

We frequently recommend limited liability companies (LLC) to our clients as a flexible entity structure among small business owners that provides governance and taxation guidance…

Social Security is best known for its retirement benefits, and for good reason. It is the largest retirement program in the United States and most…

You’ve just purchased a new vacation property, and you hope to list it throughout the years as a vacation rental. Maybe you haven’t had time…

According to data from the U.S. Census Bureau, 42 million Americans have been married more than once. Historically, nearly 75% of people who divorce remarry.…

What is a Pass-Through Business Entity? According to the Internal Revenue Service (IRS), a pass-through entity is a business that passes its income, loss, deductions,…

The Corporate Transparency Act of 2020, passed on January 1, 2021, was designed to help prevent companies from concealing their ownership of US businesses and…

Often in these times of crypto, start-ups and other wealth creation, parents require and their children are willing to ask that anyone joining the family…

If you own a small business, developing your succession plan is a critical element of business planning. However, many business owners fail to appreciate the…