Estate Planning

Estate Planning

Estate Planning

You work hard to pass on a personal and financial legacy to your family. With the right strategy in place, you can ensure that legacy endures for future generations.

CBIZ estate tax professionals design estate and wealth transfer plans that minimize both lifetime transfer tax and/or taxes due at death to maximize the wealth retention for your family and heirs. Our team works with you to protect your assets so that you can maintain or improve your current living situation, and develop a financial plan that provides for your heirs at various stages of their lives.

Estate Planning Solutions

Our estate planning specialists get to know your unique circumstance and goals in order to bring you the appropriate solutions, which include:

This article explores a roadmap to estimating expected credit losses under the CECL framework and provides a step-by-step guide.

Speaking at a Dec. 5 event titled “Navigating the EconomicLandscape: Insights and Projections” at the CBIZ office in Kansas City, Mo, Rathbunexplored the complexities of the current economic environment, addressingcritical questions about the likelihood of a recession, the reality of a true softlanding and the plausible scenarios that could play out in the year ahead.

Statements of relief abounded as the IRS announced it wasdelaying – for the second consecutive year – the new $600 threshold forreporting payments by gig economy businesses and other online platforms.

Naomi D. Ganoe

Managing Director

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