Often the first house a person buys is an affordable… Read more »
Building Wealth Through Home Equity
Industry: High Net Worth Individuals
LBMC Names Five New Shareholders
LBMC, a top 40 advisory and business consulting firm in… Read more »
How Social Security Benefits Are Affected by Earned Income
Thanks to the Great Resignation trend over the past year,… Read more »
Give a College Savings 529 Plan For Graduation
If you really want to make impact in your new… Read more »
Record Retention Schedule for Individuals
Before you begin to spring clean your stacks of records,… Read more »
How to Get the Most out of Your Rental Property
Are you considering investing in a rental property? Or do… Read more »
Long-Term Investment Opportunities Presented by the Infrastructure Bill
In November, President Biden signed legislative funding that represents the… Read more »
Tax Effects of Interest-free Family Loans
Consider the tax effects of interest-free family loans before lending money. The IRS may see the loan as a gift, which could be subject to unexpected taxes. This article covers six steps to avoid a tax bill.
Understanding Tax Issues Related to Shareholder Loans
This article explains the importance of treating shareholder loan transactions as bona fide loans and charging an “adequate” rate of interest.
Grantor Retained Annuity Trusts (GRATs)
Grantor Retained Annuity Trusts (GRATs) are a powerful estate planning… Read more »