Navigating trust taxation: strategies and insights

Trusts are an essential tool for estate planning, but their tax implications can be confusing. Understand the differences between revocable and irrevocable trusts, grantor and non-grantor trusts, and simple and complex non-grantor trusts to determine which trust is best for your unique financial situation and goals.

Key provisions of the SECURE 2.0 Act for employers

The SECURE 2.0 Act aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for individuals to increase their retirement savings. This article will discuss selected provisions of the Act and their potential impact on employers.

How high will interest rates go?

We expect the Fed to raise its policy rate above 5% in the near term while at the same time reducing its balance sheet by $95 billion per month.

Five Steps to Recognizing Revenue in Financials

The FASB and IASB have provided standards for properly recognizing revenue in your financials. Using a five step process, companies recognize revenue based on the value and timing of when control of the goods and services are transferred to the customer. Learn about the standards and how to properly recognize revenue for your company.