Certified Public Accountants + Advisors
Nonqualified deferred compensation (NQDC) plans allow participants to set aside large amounts of tax-deferred compensation while enjoying the flexibility to schedule distributions to align with their financial goals. However, the …
The term “sandwich generation” was originally coined to describe baby boomers caught between caring for their aging parents and their children. These days the term applies to whichever generation is …
You’ve spent years building your company and now you’re ready to move on, possibly to a new business, retirement, or something else. Whatever your plans, you want to get the …
Do you have significant investment-related expenses, including payment for financial service subscriptions, home office maintenance, and clerical support? Under current tax law, these expenses aren’t deductible through 2025 if they’re …
If you have a life insurance policy, be aware that the proceeds your beneficiary receives could be subject to federal estate tax. That is, unless you take steps to ensure …