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IRS and Treasury Department Release Final BEA Regulations
article Insight & Opinion

Final regulations establish that individuals utilizing the current gift and estate exclusion will not be adversely impacted when the current BEA sunsets and reverts to a lower exclusion amount.

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Cash Management Expertise for Law Firms
article Insight & Opinion

Because small and midsized law firms don't always have the financial overhead that they need, partnering with a trusted advisor can help to provide support.

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The 2020 Election Could Bring Big Changes to Your Tax Bill
article Insight & Opinion

With less than a year until the next United States presidential election, Democratic candidates are testing a variety of proposals with voters as they campaign on the primary trail, what's the potenial impact to your tax bill?

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The Ins and Outs of Making a Contribution to a Donor Advised Fund
article Insight & Opinion

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

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