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972.421.1099 Get Started
972.421.1099 Get Started
10_01_19_1028754606_ITB_560x292

2 min read

Take Advantage of the Gift Tax Exclusion Rules

As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers can transfer substantial amounts free of gift taxes to their children and others each year through the use of the...

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09_30_19_1045528778_SBTB_560x292

2 min read

The Chances of an IRS Audit Are Low, but Business Owners Should Be Prepared

Many business owners ask: How can I avoid an IRS audit? The good news is that the odds against being audited are in your favor. In fiscal year 2018,...

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09_26_19_1040303566_EPB_560x292

2 min read

Sec. 6166: Estate Tax Relief for Family Businesses

Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue to...

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09_23_19_1172222266_ITB_560x292

2 min read

When Is Tax Due on Series EE Savings Bonds?

  You may have Series EE savings bonds that were bought many years ago. Perhaps you store them in a file cabinet or safe deposit box and rarely think...

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09_19_19_915729878_EPB_560x292

2 min read

The Crummey Trust: Still Relevant After All These Years

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax...

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09_17_19_935674136_ITB_560x292

2 min read

Uncle Sam May Provide Relief from College Costs on Your Tax Return

We all know the cost of college is expensive. The latest figures from the College Board show that the average annual cost of tuition and fees was...

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09_16_19_1002311754_SBTB_560x292

2 min read

5 Ways to Withdraw Cash from Your Corporation While Avoiding Dividend Treatment

Do you want to withdraw cash from your closely held corporation at a low tax cost? The easiest way is to distribute cash as a dividend. However, a...

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09_12_19_175536366_EPB_560x292

2 min read

When It Comes to Asset Protection, a Hybrid Dapt Offers the Best of Both Worlds

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other loved...

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09_10_19_1166401946_ITB_560x292

2 min read

Getting a Divorce? There Are Tax Issues You Need to Understand

In addition to the difficult personal issues that divorce entails, several tax concerns need to be addressed to ensure that taxes are kept to a...

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09_05_19_636878552_EPB_560x292

1 min read

Control How Your Charitable Gifts Are Used by Adding Restrictions

If philanthropy is an important part of your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill your...

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09_02_19_126998292_SBTB_560x292

2 min read

The Key to Retirement Security Is Picking the Right Plan for Your Business

If you’re a small business owner or you’re involved in a start-up, you may want to set up a tax-favored retirement plan for yourself and any...

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