Responding to the CrowdStrike outage
July 19, 2024
What can IT service leaders learn from the the July 2024 CrowdStrike outage? What should you consider to best prepare for the future? RSM risk professionals weigh in. …
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Estate planning Q&A: Spousal Lifetime Access Trusts explained
July 15, 2024
Reduce estate taxes? Consider a SLAT to maintain spouse’s financial security. …
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Estate planning Q&A: Sales to Intentionally Defective Grantor Trusts explained
July 9, 2024
Reduce estate taxes? Consider a sale to an IDGT: Transfer wealth without using your estate tax exemption. …
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IRS announces new phase of ERC Processing
June 21, 2024
The IRS is entering a new stage of Employee Retention Credit claim processing. The September 2023 moratorium continues, and claims filed before then are being slowly processed. …
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Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion
May 28, 2024
Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop. …
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Fed holds rates steady as it implies three rate cuts in 2024
March 20, 2024
The primary takeaway from the Federal Open Market Committee’s policy statement and forecast is that the Fed, along with other major central banks. …
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Two Estate Planning Strategies to Help Protect Wealth
November 7, 2023
A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth. …
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6 Misconceptions of a Revocable Living Trust
May 8, 2023
A revocable living trust, or RLT, offers many benefits, including probate avoidance, privacy, and flexibility in managing assets during one’s life, incapacity, and death. However, despite their popularity as an estate planning tool, there are many misconceptions surrounding revocable trusts that lead to confusion and misunderstandings. Watch this video to learn about the top six misconceptions. …
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Properly Funding Your Living Trust
February 28, 2023
Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for both the individual and their beneficiaries. In this video, we’ll provide an overview of how to properly fund a living trust. …
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Estates Worth $6m+ Can Avoid Estate Taxes Despite the 2026 TCJA Sunset with Proper Planning:
February 27, 2023
The US federal government imposes taxes on the transfer of assets when an individual passes away. The current federal estate tax exemption is $12.06 million in 2022 (it was $11.7...…
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