Newsletters

• Could Employee Ownership Be Part of Your Succession Plan?

  An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

• Avoiding Probate with a TOD Deed and TOD Account

  In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

• Key Tax Law Changes to Higher Education Coming Soon

  The One Big Beautiful Bill Act includes many provisions that affect higher education.

• Wealthy Colleges Face Expanded Endowment Tax

  A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.