We’ve gathered the best insights from our members to share with you each month. Get to know your peers, and get the latest news directly from these industry insiders! Lawrence Scherer, Esq., CPA, LL.M. Taxation On March 1, 2024, Northern District Court in Alabama held the Corporate Transparency Act (CTA) unconstitutional. There is specific language in that ruling which seems to only apply as to the Plaintiffs in […]
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We’ve gathered the best insights from our members to share with you each month. Get to know your peers, and get the latest news directly from these industry insiders! Lawrence Scherer, Esq., CPA, LL.M. Taxation Elder Law – ABLE Accounts ABLE accounts serve as an important savings option for people with disabilities who wish to remain eligible for government assistance. These accounts provide people with disabilities the ability to save […]
We’ve gathered the best insights from our members to share with you each month. Get to know your peers, and get the latest news directly from these industry insiders! Philip H. Kanyuk CPA/CFF/ABV, ASA Does Your Business Have Value? Many business owners believe that their business ownership represents their most valuable asset and that the value can be recognized in short order once the owner decides to retire and […]
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Brought to you by Mutual of Omaha In the ongoing debate over choosing between a stand-alone long-term care insurance policy or a hybrid option, we want to draw your attention to a compelling advantage that may sway your decision—tax deductions. For businesses, especially, this can be a game-changer with the allure of tax-free benefits. Consider the tax advantages available to business owners based on their tax structure: For Self-Employed Business […]
Today I celebrate National Women’s Month by honoring two unsung heroes: my mother and my wife. My mother, now deceased, most notably raised five boys and was a caregiver for my father in their senior years. The role of caregiver is a huge responsibility and takes a great deal of emotional and physical perseverance. For most families, taking care of a parent, sibling, or spouse creates stress and a financial […]
Stand-alone long term care insurance carriers have left the market in droves due to poor forecasting of future costs and the high percentage of claims. Life insurance companies have since picked up the void by offering hybrid life policies with Long Term Care and or Critical Illness Riders. The few pure Long Term Care riders (like John Hancock) have a managed policy built into their life policy ensuring that protection is there […]
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