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| Timely Opportunities |
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| Age Is Just a Number, but Tax Milestones Matter | |
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From childhood savings accounts to retirement plan distributions, age can affect federal tax obligations and planning opportunities throughout one's life. Knowing when key milestones will arrive is critical to choosing optimal strategies. We journey through major age-based tax rules and considerations that taxpayers may encounter from birth through their 70s.  Read More
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| Health Care |
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| Is Outsourcing Right for Your Practice? | |
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As health care continues to evolve, it's worth
considering a broad range of options for improving your practice. Some of the
ways you've traditionally operated may be holding you back. This article
examines how to evaluate whether outsourcing some activities could improve your
practice's long-term financial and operational health.  Read More
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| Human Resources |
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| Some DOs and DON'Ts of Preventing Age Discrimination Claims | |
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"Age is just a number," goes a popular expression. It can also be an issue and major risk factor in the workplace. Although many Baby Boomers have retired, plenty still remain employed. This means your business could be exposed to an age discrimination claim if one of these workers (or anyone 40 or older) believes discrimination took place. This article discusses what to do and what not to do.  Read More
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| Business Finance |
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| Does Your Buy-Sell Agreement Need Updating? | |
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As a business owner, you're no doubt regularly urged to think carefully before signing on the dotted line.This is indeed good advice but, if you co-own a company, you shouldn't hesitate to sign off on a buy-sell agreement — assuming its mutually agreeable to you and your fellow owners. This article describes how buy-sell agreements work and why they're so important.  Read More
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Disclaimer of Liability
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation.
Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer.
The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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