By Brenda K. Lowe, CPA, PFS Have you named beneficiaries on all of your assets? It is important to have a beneficiary or beneficiaries listed on all of your assets before you can no longer make the decision. This will define who the asset will be distributed to and cannot be overridden by a will […]
5 Year-End Planning Moves to Minimize Your Corporate Tax Burden
By John Ammann, CPA It’s December, which means it’s officially crunch time for everything you wanted to finish before the year draws to a close. Even so, if “tax planning” doesn’t appear on your year-end to-do list, you may want to add it. Certain planning moves could save you significant tax dollars.Here are five tax-planning […]