Blog Featured Business owners, your financial statements are trying to tell you something Read More → Look it up: A glossary of key estate planning terms Read More → 7 common payroll risks for small to midsize businesses Read More → A living will is an important addition to your overall estate plan Read More → A general look at generative AI for businesses Read More → When one trustee isn’t enough, consider appointing a trust protector Read More → Empower your sellers with sales enablement Read More → 4 ways to make an incentive trust more effective Read More → April 15 is the deadline to file a gift tax return Read More → Applying for a commercial loan with confidence Read More → Independent contractor vs. employee status: The DOL issues new final rule Read More → Lines may blur when it comes to estate and family business succession planning Read More → Small businesses can help employees save for retirement, too Read More → Addressing your elderly parents in your estate plan in 5 steps Read More → Is it time to upgrade your business’s accounting software? Read More → Take care of a loved one who has special needs with a special needs trust Read More → Seeing the big picture with an enterprise risk management program Read More → 3 common forms of insurance fraud (and how businesses can fight back) Read More → 4 good reasons to turn down an inheritance Read More → Comparing inter vivos and testamentary trusts Read More → There’s a new threshold for electronically filing information returns Read More → Account-based marketing can help companies rejoice in ROI Read More → A power of attorney is a critical component of an effective estate plan Read More → The IRS unveils ERTC relief program for employers Read More → Did your business buy the wrong software? Read More → 3 types of internal benchmarking reports for businesses Read More → Perform an operational review to see how well your business is running Read More → Pay attention to securities laws when planning your estate Read More → See More Blog Posts