A comprehensive estate plan provides how your estate is handled in the event of death or incapacitation. It also establishes your desires for how medical and life-sustaining treatments are communicated and administered. ...more
The Biden administration is signaling significant policy shifts. Business owners and C-Suite executives are encouraged to join us for a series of complimentary webcasts discussing these likely changes and how they will impact...more
3/2/2021
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Webinars
2020 was certainly a unique year for employers and employees. This includes complications with wage reporting.
Most employers have issued wage reports to their employees by the January 31st deadline and prior to the...more
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) recently became law. Many of the provisions go into effect in 2020, which means now is the time to review how these changes affect your tax and...more
The Tax Cuts and Jobs Act, passed in December 2017, is continuing to hit employers and employees in unanticipated ways. The latest impact is on special parking spaces for executives, employees of the month and employee...more
Business owners have long struggled with transferring ownership of closely held businesses to younger generations. Intergenerational transfers are challenging. Only 10% of businesses survive the 3rd generation. Commentators...more