Address Your Elderly Parents in Your Estate Plan In 5 Steps When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and sensitivity.
Significant Changes to Information Reporting Go into Effect for the 2026 Tax Year If your business has employees or uses independent contractors, you have associated annual information reporting obligations. The
Use a Letter of Instruction for Estate Planning Including a letter of instruction in your estate plan is a simple yet powerful way to communicate your personal wishes to your
Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital
Your Family Needs to Know How to Access Your Estate Planning Documents Making sure your family will be able to locate your estate planning documents when needed is one of
Year-End Tax Planning for Accrual-Basis Taxpayers Projecting your business’s income for this year and next can allow you to time income and deductible expenses to your tax advantage. It’s generally
