Why Periodic Life Insurance Reassessment Is A Must
With the federal gift and estate tax exemption at $13.61 million for 2024, far fewer families currently are affected by the estate tax. However, life insurance remains a powerful tool to …
Hiring? View the Work Opportunity Tax Credit Benefits
If you’re a business owner or manager who is hiring, you should be aware of the details of a valuable tax credit for hiring individuals from one or more targeted …
Small Business Retirement Savings Options
If you’re looking for a retirement plan for yourself and your employees, but you’re worried about the financial commitment and administrative burdens involved, there are some options to consider. One …
Tracking Down Donation Substantiation
If you’re like many Americans, letters from your favorite charities may be appearing in your mailbox acknowledging your 2023 donations. But what happens if you haven’t received such a letter? …
How to Lower Your 2023 Tax Bill
If you’re preparing to file your 2023 tax return and expecting a tax bill, you may still be able to lower it — or even claim a refund. If you qualify, …