Next Gen

Focus Your Family Business on Its Legacy this Holiday Season

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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

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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?

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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

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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

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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

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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 […]