Beneficiary designations can override your will or trust, potentially disrupting your estate plan and causing unintended consequences. By naming both primary and contingent beneficiaries, updating them as life changes, and considering government benefit implications, you can ensure your assets are distributed according to your wishes and avoid unnecessary legal or financial complications.
Read MoreNonprofits occasionally receive donations of tangible property such as real estate, jewelry, or business inventory. What's important about these donations, is knowing how to value these gifts for compliance and accurate reporting.
Read MoreThinking about guaranteeing a loan for your closely held corporation? Learn the tax implications, including business vs.
Read MoreWhat happens when there's doubt a business or government agency can stay afloat?
Read MoreThe OBBB introduces several changes to tax policy that impact both businesses and individuals.
Read MoreThis panel discussion was held on September 25, 2025, with experts from Lumsden McCormick and Bond, Schoeneck & King.
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