Historical vs Projected Returns

The basis for any go-forward return projection starts with the fixed income portion of the allocation.

The Double Dip: A Connecticut Case Study

In matrimonial cases, often a closely held business is one of the most valuable assets of the marital estate. 

Proposed Tax Reform and the Effect on Agriculture

Several provisions of the American Families Plan may significantly impact the agricultural industry by altering or repealing current tax treatments that benefit agricultural businesses.

What is a SLAT Trust? Estate Planning – Spousal Lifetime Access Trust

A spousal lifetime access trust, also known as SLAT, is an irrevocable trust, typically for tax purposes. Wondering when a SLAT makes sense to use? Learn more.

American Families Plan’s Cryptocurrency Tax Compliance Agenda

Crypto is gaining currency, with more businesses willing to accept Bitcoin and other cryptocurrencies as payment.

When It Comes to Facing Hackers, Preparation is Key

Understanding the Lumber Shortage: What is it? Why Did it Happen? Where Does it Stand Now?

As the world has started to reach a turning point in regard to the pandemic, lumber yards have started to increase production, capacity and supply.

Biden Tax Plans Create Urgency, Confusion for Tax Planners

Why You May Want to Opt Out of the Monthly Child Credit Tax Payments

Biden Threatening Key Real Estate Investor Tax Break

Nonprofits and Consideration for Effective Grant Management

Many nonprofits are managing multiple grant funds and reporting requirements. Grant management is the process and methods, from pre-award to close-out.

The Worst Personal Finance Advice on TikTok (and Why It’s Wrong)

Biden Administration Releases Green Book on FY 2022 Tax Proposals

The Treasury Department issued the so-called “Green Book,” which describes in detail the tax proposals contained in the American Jobs Plan and the American Families Plan.

Taxes on Home Rentals in Rhode Island, Connecticut & Massachusetts

If you are a homeowner who plans to list your houses for guests using popular services, such as Airbnb, Vrbo and FlipKey, be prepared to pay a number of taxes as part of the reservation process.

Exploring Direct & Indirect Costs in Workers’ Compensation

Uncover the real impact of workplace injuries on your business with our comprehensive guide on direct and indirect workers’ compensation costs.