Year-End Estate Planning: A Trustee Alternative Solution
As your clients frantically implement trust planning that you’ve recommended all year, the greatest hurdle may be the selection of a trustee.
Call us 302-737-6200 | Pay My Bill
Whether it is tax legislation, financial reporting requirements, or accounting rules, changes happen every day. Santora CPA Group’s Alerts provide you with this time-sensitive information and any other issues that might impact you or your business.
As your clients frantically implement trust planning that you’ve recommended all year, the greatest hurdle may be the selection of a trustee.
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2018. Keep in mind …
We’re entering the giving season, and if making financial gifts to your loved ones is part of your plans — or if …
As the end of the year approaches, most of us have a lot of things on our to-do lists, from gift shopping …
With Veterans Day just a few weeks ago, it’s an especially good time to think about the sacrifices veterans have made for …
Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or dividends, with …
Did you know that if you’re self-employed you may be able to set up a retirement plan that allows you to contribute …
If you’re an executive or other key employee, you might be rewarded for your contributions to your company’s success with compensation such …
Business owners may not be able to set aside as much as they’d like in tax-advantaged retirement plans. Typically, they’re older and …
