From the Experts

Fingerprints: There are no two alike. So it should be with your wealth management plan. Taking a boilerplate approach could prevent you from achieving your…

As a business owner, you know that it’s easy to spend nearly every working hour on the multitude of day-to-day tasks and crises that never…

In an increasingly globalized society, many people choose to open offshore accounts to deposit a portion of their wealth. When doing so, it’s important to…

Each year, millions of taxpayers claim an income tax refund. To be sure, receiving a payment from the IRS for a few thousand dollars can…

Few medical practices operate at their fullest potential, so their financial health suffers. Most practices fail to do so simply because physicians and staff are…

Health care organizations, such as physician practices, hospitals or other medical service providers, typically possess many types of valuable intangible assets. These include personal and…

The child credit has long been a valuable tax break. But, with the passage of the Tax Cuts and Jobs Act (TCJA) late last year,…

Virtually everyone has a credit and debit card these days. But many of us still live in fear of these plastic necessities because we’re not…

Managing a manufacturing process involves ever-increasing attention to detail. Sometimes, it can help to take a step back and consider three basic management issues. Compliance…

You must make required minimum distributions from your traditional IRAs after you reach age 70-1/2. However, taking money from your 401(k) or employer-based retirement plan…