topical-news

Cottage Planning - It's About the Memories

Cottage Planning - It's About the Memories

Families Preserve Their Best Memories of the Family Cottage Through Succession Planning

Selling Your Home This Spring? Back-to-Basics Review for Tax-Free Gains from Home Sales

One of the most significant tax advantages to owning a home comes at the back end of ownership, when you decide to sell it for a profit. A homeowner can exclude up to $250,000 of such profit from their federal capital gains tax. For married couples filing a joint tax return, the exclusion jumps to $500,000. This big tax break, however, does come with some basic requirements. It applies to the sale of only a “principal residence,” not a vacation home or investment property.

Have You Included Your “Digital Assets” in Your Estate Plan? Part 2 -- Does Your Estate Plan Include Provisions Regarding Your "Digital Assets"?

Have You Included Your “Digital Assets” in Your Estate Plan? Part 2 -- Does Your Estate Plan Include Provisions Regarding Your "Digital Assets"?

In last week's blog, I introduced the concept of including digital assets in your estate plan. Today's blog is a follow-up providing additional substantive information regarding estate planning issues and planning for digital assets.

Are You A Great Leader? How Effective Are You as a Business Owner, Executive, Manager, Employee Or Even a Parent in Leading Those Closest to You?

Are You A Great Leader? How Effective Are You as a Business Owner, Executive, Manager, Employee Or Even a Parent in Leading Those Closest to You?

It is an honor to introduce my friend and colleague Dr. Tim Irwin’s latest book, Impact: Great Leadership Changes Everything.