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March 20, 2025
Planning for the Future: 5 Business Succession Options and Their Tax Implications
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next…

March 20, 2025
Tax Tips: March/April 2025
Choose the right ownership structure when buying a vacation home If you’re considering buying a vacation home, it’s critical to…

March 19, 2025
Adequately Disclose Your Asset Transfers on a Gift Tax Return
When making transfers of business interests or other assets to family members, there’s a three-year period where the IRS can…

March 18, 2025
Qualified Small Business Stock: An Attractive Tax Planning Tool for Business Owners and Their Families
Under the right circumstances, qualified small business stock (QSBS) offers tax savings for business owners. Essentially, QSBS allows them (and…