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Individual Income Taxes – Potential Tax Effects of a Residential Move during the Pandemic

Most states impose income taxes on residents of their state…. Read more »

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The Corporate Transparency Act Changes the Landscape for LLCs in Estate Planning

For the past several decades, estate planners have used limited… Read more »

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Tax Carryovers When a Spouse Dies

Key Takeaways: The main tax carryovers that joint filers may… Read more »

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Converting a Personal Residence to Rental Property

As we have seen the real estate market fluctuate over… Read more »

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Wealth and Tax Planning: The Perfect Combination

With tax filing season now in full swing, the team… Read more »

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Grantor Trust … The Good and the Bad

One type of trust that has become more common in recent years is the Intentionally Defective Grantor Trusts. These trusts are treated as “grantor trusts” for federal income tax purposes under the federal tax code.

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What Is a Financial Institution? A Fluid Definition

On December 9, 2021, your business might have become a… Read more »

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How to Determine if Your Business Has Sales Tax Nexus in a State

Following the landmark South Dakota vs. Wayfair Supreme Court decision… Read more »

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New LBMC Shareholders Garmer and Hale

Announcing leader acquisitions to further strengthen commitment to private equity,… Read more »

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HITRUST Version 11 – What you need to know!

HITRUST CSF 9.1 expands the Alliance’s mission to create a program that secures information “across all industries.” Here’s what’s new.