L&H Insights

2 min read

Family business focus: Addressing estate and succession planning

Maurice La Verdure: Jun 12, 2025 10:27:01 AM

The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human...

2 min read

Understanding the “step-up in basis” when inheriting assets

Maurice La Verdure: May 8, 2025 12:08:47 PM

If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the...

1 min read

The rules have changed regarding your IRAs, RMDs and estate plan

L&H CPAs: Apr 24, 2020 8:36:42 AM

Many people’s estates typically include IRAs. Be aware that two major laws passed into law recently, the Setting Every Community Up for Retirement...

2 min read

Your legacy: Charitable giving is vital during the COVID-19 crisis

L&H CPAs: Apr 17, 2020 12:21:05 PM

Your legacy: Charitable giving is vital during the COVID-19 crisis The novel coronavirus (COVID-19) pandemic and the resulting economic fallout is...

2 min read

Review your estate plan in the midst of a major life shock

L&H CPAs: Apr 9, 2020 3:36:35 PM

Generally, it’s recommended that you review your estate plan at year’s end. It’s a good time to check whether any life events have taken place in the...

2 min read

A trust can be a mighty financial fortress

L&H CPAs: Jan 16, 2020 7:31:48 AM

2 min read

Estate planning and business succession planning - The lines blur when a family business comes into play

L&H CPAs: Jan 16, 2020 7:06:44 AM

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...

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...

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...

LHCPA Post 8

L&H CPAs: Aug 23, 2019 6:01:28 AM

What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy...

LHCPA Post 7

L&H CPAs: Aug 23, 2019 6:00:29 AM

What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy...

LHCPA Post 6

L&H CPAs: Aug 23, 2019 4:59:44 AM

What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy...