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ChatGPT and Generative AI: Is Your Company Ready?

Readiness Assessment and Customized Roadmap Help Harness the Power for… Read more »

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Bank Solvency and FDIC Insurance

The past few weeks have been a tumultuous period for… Read more »

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How to Find an Outsourced Accountant in Kentucky

It’s important for organizations to have a firm grasp of… Read more »

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SEC’s Proposed Rule Strengthens Cybersecurity on Corporate Boards

Boards of Directors are under a lot of pressure these… Read more »

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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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