the recent decision in Connelly v. United States should encourage owners of closely held businesses to take pause and evaluate the unexpected federal estate tax consequences which Key Person Insurance could have for the deceased owner’s next-of-kin.
Connelly v. United States: Closely Held Corporations and Unexpected Estate Taxes Read More »
While year-end tax planning should be done every year, with pending legislative changes on the horizon it is imperative business owners and individuals take time to assess their own personal situation. The following two documents serve as a reminder of the strategies you may wish to consider incorporating into your year-end planning. 2021 Top Ten
Year-End Tax Planning for Family Business Owners Read More »
Top 10 Ideas for Businesses and Business Owners From Conway Service Provider Member KeyBank Year-end tax planning for 2019 takes place against the backdrop of legislative changes that occurred in late 2017 that fundamentally altered the tax rules for individuals and businesses. The Tax Cuts and Jobs Act (TCJA) was the largest tax law change
2019 Year-End Tax Planning Guide Read More »
Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They
Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS,
Its Tax Time: Potential Phone and Phishing Scams Read More »
Protect Your Cash Cow by Choosing the Right Entity Structure for Your Family Business by Bea Wolper, Emens & Wolper Law Firm In a recent session of the Women in Family Business Peer Group at the Conway Center for Family Business, we discussed the importance of choosing the right entity structure to protect your family
Protect Your Cash Cow by Choosing the Right Entity Structure for Your Family Business Read More »
From KeyBank, a Conway Center Service Provider.
Top 10 Year-End 2016 Tax Planning Ideas for Business Owners Read More »
Keeping You Informed by Edwin Morrow, J.D., LL. M., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank On August 4, 2016, the IRS and the Treasury Department released proposed regulations that would change the law on how interests in businesses are valued for estate and gift tax purposes. It will affect both active businesses as well
Time to Plan for Those With Potential Taxable Estates Read More »
If so, you need to read this! Here’s a link to a guest blog post by Conway Center Service Provider Holbrook & Manter in Columbus CEO.
Do you make more than $125,000? Read More »
