Newsletters
Asset Protection: Is Your Real Estate Safe?
Posted October 2019
When it comes to protecting your assets, real estate presents a significant challenge. Unlike other types of assets — such as stocks, bonds, and bank accounts — real estate cannot be moved to another jurisdiction. If you are concerned about your real estate’s vulnerability to creditors’ claims, here are several strategies to consider.
Are You Managing the Wealth in Your Business?
Posted October 2019
Too often, business owners focus exclusively on running their businesses and pay little attention to managing the wealth those businesses represent. But to ensure that you meet your financial goals — whether it’s funding a comfortable retirement, leaving a legacy for your children or employees, satisfying your philanthropic objectives, or all of the above — it’s important to treat your business as an investment.
Donate your “outdated” inventory and receive a larger tax benefit
Posted October 2019
There is a little-known tax benefit of certain contributions of inventory. The IRS has a special rule that can give your corporation larger charitable deductions for certain contributions of inventory.