Insights

Valuable year-end tax-saving tools for your business
At this time of year, many business owners ask if there's anything they can do to save tax for the year. Under ...

A buy-sell agreement can provide the liquidity to cover estate taxes
If you own an interest in a closely held business, it's critical to have a well-designed, properly funded buy-sell ...

Setting up a Health Savings Account for your small business
Given the escalating cost of employee health care benefits, your business may be interested in providing some of ...

Use a Coverdell ESA to help pay college, elementary and secondary school costs
There are several ways to save for your child's or grandchild's education, including with a Coverdell Education ...

Expanded 529 plans offer unique estate planning benefits
If you're putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings ...
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