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Two Estate Planning Strategies to Help Protect Wealth

A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.

The Key Functions of Your Nonprofit Board

Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.

IRS targets ESOPs in efforts to boost compliance

IRS cracks down on ESOPs: what does this mean for your company? Gain valuable insights into the latest compliance drive, unraveling how the IRS plans to tighten oversight on employee-owned stock plans.

IRS announces ERC Withdrawal Program

IRS announces simplified method for employers who have not yet received ERC refunds to withdraw claims that they now believe are ineligible.