Next Gen


Focus Your Family Business on Its Legacy this Holiday Season

Share this

By Jeanne Bernick, K·Coe Isom Market Strategist and Certified Family Business Advisor For many of you the stress of harvest season is over and now you enter a new season in family business: the holidays! As if working with family […]


charitable giving tax reform minimization

How to Give ‘$mart’ from Your Heart

Share this

Tips for Charitable Giving and Lower Taxes As the 2017 tax reform has made extensive changes affecting your income tax returns in 2018, we wanted to take a moment to: explain how you can use a few of these changes […]


Are You Correctly Tracking Business Deductions for Meals and Entertainment?

Share this

Here’s an update to the following blog that you may be interested in: Tax Update: Entertainment Clarified Businesses of all sizes and across all industries need to be aware that the deductions for 2018 meals and entertainment have changed following […]


Winning at Tax Reform

Winning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

Share this

Exemption for Estate Planning is Ripe for the Picking The Tax Cuts and Jobs Act of 2017 made one significant change for estate planning: it doubled the estate tax exemption through 2026. This change is unique because it has resulted […]


Double Down Now with Estate Planning

Share this

New Tax Act Fortifies Estate and Legacy Opportunities The time to ‘double down’ with an estate plan is now. Transferring assets to a trust or other entity is usually loaded with potential tax consequences to consider. This may be a […]


Proposed Change to Nonqualified Deferred Compensation Expected to Have Dramatic Impact

Share this

SPECIAL ALERT for small businesses, family farmers, ag operations using NQDC for employee retention and retirement funding, co-ops, community and rural businesses The newly proposed limitation on Nonqualified Deferred Compensation (NQDC) arrangements (in H.R.1) would have significant financial impact on […]