Insights and Resources
Leveraging a Spousal Lifetime Access Trust
The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
SBA Enhances the Economic Injury Disaster Loan Program
The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we'll quickly cover the changes and how they might help you and your business.
Family offices and tax changes: Considerations from the House proposal
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
The ripple effect of supply shortages
Fragile global supply chains are facing another round of port closures, factory shutdowns, production halts and labor shortages.
Treasury watchdog: Focus on S corps and shareholder compensation
A recent Treasury Inspector General report suggests the IRS needs to focus on S corps and payments to shareholders. The IRS may disagree.
From fund to family office: Key questions to consider
Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.
IRS takes skeptical view of agency argument to avoid income inclusion
In an agent/principal relationship, the expenditures must inure primarily to the principal in order to avoid income to the agent.
The faster path from data to decision for manufacturers
This article focuses on how companies can implement the critical underpinnings of data-fueled efficiency and awareness.
Tax Benefits of Opportunity Zone Funds
The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.
Preventing and Addressing Fraud in Your Business
Fraud is a significant problem across businesses of all sizes. Here's a great video on steps you can take to prevent and address fraud in your business.
10 Recruiting Strategies for a Tight Labor Market (Part 2)
Recruiting is one of the most important functions of any company, especially in a tight labor market. In this second of a two-part series, we will cover 5 more tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.
10 Recruiting Strategies for a Tight Labor Market (Part 1)
Recruiting is one of the most important functions of any company, especially in a tight labor market. In this video, we will cover 5 tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.
Advance Child Tax Credit Payments
The American Rescue Plan expanded the Child Tax Credit and provided a mechanism for families to receive advance payments for the credit. In this video, we will provide an overview of the Child Tax Credit and the advance payments that will begin this summer.
The Qualified Business Income Tax Deduction
The Qualified Business Income (QBI) Deduction can reduce an individual's tax liability on pass-through income by as much as 20% of taxable business income from the entity. Here's a great 3-minute video to find out more.
The European Commission announces proposal for EU business taxation
The European Commission proposes a new framework for business taxation with measures that promote an effective tax structure in the EU.
Subscribe to receive important updates from our Insights and Resources.