estate planning

August 10, 2020

Is Your Portfolio Ready for a REIT?

The stock market’s roller coaster ride this year, spurred largely by the COVID-19 crisis, has many people craving stability. If volatility makes you nervous, it’s important […]
September 24, 2020

IRS Says No Information Returns When PPP Loans Are Forgiven Under CARES Act

The IRS has announced that lenders who make Paycheck Protection Program (PPP) loans that are later forgiven under the Coronavirus Aid, Relief, and Economic Security Act (CARES […]
October 27, 2020

State Guidance on Whether COVID-19 Telecommuters Create Nexus

In response to COVID-19, some states have issued specific guidance on whether telecommuting employees temporarily working in a state due to the impact of COVID-19 create […]
June 14, 2022

Your estate plan: Don’t forget about income tax planning

Your estate plan: Don’t forget about income tax planning As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no […]