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Succession Planning as a Business Owner: Three Things to Consider for Smooth Transitions 

Running a business comes with its own inherent list of challenges and rewards. On a daily basis, you are often faced with decision-making opportunities that can affect the future of the company, including current tax liability and financial health. However, there’s one decision that impacts the future in more far-reaching ways that is often overlooked […]
September 1, 2023
4 MIN READ
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CJBS

Lost Inheritance: How to Find a Deceased Parent’s Assets

If you have a relative who recently died and left you in charge of his or her finances, you are not alone. You probably have colleagues at work in the same boat. A neighbor or two (or 10) and even your millennial yoga teacher might very well be working through a quagmire of wills, probates […]
September 24, 2019
4 MIN READ
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Funding Options For Long Term Care Expenses

The longer people live, the greater the chance they will need assistance in old age. And today, people are living longer than ever. As if providing for one’s own retirement isn’t hard enough, now we must factor in the cost of providing long-term care. Health insurance – including Medicare – is designed to cover only […]
September 28, 2018
3 MIN READ
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CJBS

Estate Planning and Tax Reform

Many people are wondering how their estate taxes will be impacted under the new tax reform guidelines. This article explains certain tax ramifications that may be unintended, but will certainly influence your estate planning process. To view this article, click the following link to access the original content. http://www.cpapracticeadvisor.com/news/12414339/estate-planning-under-the-new-tax-reform-guidelines
June 1, 2018
1 MIN READ
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