Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion
Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.
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Weinlander Fitzhugh
Should you set up voluntary withholding for your social security payments?
Unsure whether to set up voluntary withholding for your social security payments? This guide breaks down the concept of voluntary withholding, showing how it can help spread your tax liability over the year and make budgeting simpler.
Exploring holding companies: how they work and why they matter
Holding companies offer benefits such as tax efficiency, liability protection, and privacy, but they also present challenges and complexity. This article provides an overview of what holding companies are, how they work, and their pros and cons.
2024 Update: waiver of RMDs for inherited IRA beneficiaries
The IRS’s latest notice suspends RMDs for some inherited IRAs in 2024, offering beneficiaries a financial breather. Find out if you qualify for this waiver and how it affects your tax obligations.
Protecting Your Business From Internal Fraud
Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we’ll provide you with four specific controls you can implement to help protect your business.
FTC finalizes broad ban on noncompete agreements
A new FTC ruling has made noncompete agreements unenforceable for most employees, with the aim of fostering competition and job mobility. The implications of this rule for businesses and employees are far-reaching, drawing both support and criticism. Learn about the ruling and its potential impact on your business in this article.
The CTA ruling: implications for beneficial ownership reporting in the wake of legal challenges
The U.S. District Court for the Northern District of Alabama recently ruled that the Corporate Transparency Act exceeded Congress’s legislative powers listed in the Constitution. Learn about the ruling and how this might affect the reporting requirements for your business.
Planning to downsize? Three tax considerations for retirees
Downsizing in retirement isn’t just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home’s appreciation impacts your taxes and discover strategies to reduce your tax burden.
8 Security Measures To Protect Your WordPress Website
Thousands of WordPress websites are hacked daily, causing significant disruptions and data leaks. Learn about nine essential security measures you should prioritize to protect your WordPress website from cyber threats.
Financial reset: strategizing for a prosperous year ahead
Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment, evaluating your emergency fund, and early tax planning. If you need more guidance, our office is ready to provide personalized advice.