Insights

Your Health Savings Account and Your Estate Plan: What You Need to Know

A Health Savings Account (HSA) is a tax-efficient way to fund health care costs during your life while helping build more assets for your heirs. But careful planning is critical, especially when it comes to the HSA beneficiary designation.

Manufacturers: Boost Working Capital By Strategically Managing Inventory

Given the high costs of maintaining inventory, now’s a good time for manufacturers to explore options to control them. Here are a few.

What’s Your Potential Business Vehicle Deduction?

There’s much to consider before deciding whether to use the actual expense method or cents-per-mile method to deduct expenses for a vehicle your business placed in service in 2025.

April 15 Isn’t Only the Income Tax Return Filing Deadline, It’s Also the Gift Tax Return Filing Deadline

Many people are surprised to learn that they can be required to file a federal gift tax return even when no gift tax is owed. Here are the rules.

When Nonprofit Teams Don’t See Eye to Eye on Financial Reporting

When Accounting and Development teams clash, nonprofits pay the price. Learn how better coordination protects funding and strengthens your mission.

Play It Smart By Naming Co-Executors

Naming a trusted family member as executor may be a natural choice, but it may not be the best one. Here’s why naming a professional advisor as a co-executor is often a better option.

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