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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

Key Takeaways: Expanded Financial Institution Definition: Businesses handling customer financial… 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.

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Kentucky SALT Changes 2023: What You Need to Know

It’s a new year and with that comes changes to… Read more »

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Webinar: Fair Market Value of Physician Practice Management Fees

Most U.S. states have codified some protective aspect of the… Read more »

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