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Scott Henvey: Mar 13, 2023 9:50:05 AM
Under tax law, businesses can generally deduct advertising and marketing expenses that help keep existing customers and bring in new ones. This...
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Maurice La Verdure: Mar 11, 2022 1:00:00 PM
For 2022, the federal gift and estate tax exemption has reached its highest level ever. In fact, you can transfer up to $12.06 million by gift or...
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Scott Henvey: Mar 9, 2022 3:00:00 PM
One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why?...
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Maurice La Verdure: Jan 18, 2022 11:00:00 AM
A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes after you die. But if a family member...
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Maurice La Verdure: Jan 12, 2022 3:39:02 PM
The “stretch” IRA generally no longer exists. But if you have a substantial balance in a traditional IRA, a properly designed charitable remainder...
1 min read
Maurice La Verdure: Dec 13, 2021 11:00:00 AM
If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick...
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Scott Henvey: Dec 9, 2021 11:00:00 AM
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that...
1 min read
Maurice La Verdure: Nov 15, 2021 3:38:44 PM
The need for a will as a key component of your estate plan may seem obvious, but you’d be surprised by the number of people — even affluent...
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Scott Henvey: Nov 15, 2021 3:32:14 PM
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic...
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Maurice La Verdure: Sep 7, 2021 11:00:00 AM
As many states continue to struggle with the current surge in COVID-19 cases, the “new normal” demands continued social distancing in many areas of...
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Scott Henvey: Sep 3, 2021 11:00:00 AM
If your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships (and fellowships)...
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Maurice La Verdure: Aug 20, 2021 11:00:00 AM
If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option, you may be...
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Maurice La Verdure: Aug 18, 2021 11:00:00 AM
What if you decide to, or are asked to, guarantee a loan to your corporation? Before agreeing to act as a guarantor, endorser or indemnitor of a debt...
