Planning and discipline provides peace of mind at tax time… Read more »
We have been taking care of some of Nashville’s most prominent companies, individuals and families for over 30 years with our comprehensive suite of executive level services.
The 2018 Tax Cuts & Jobs Act ushered in quite… Read more »
A surviving spouse will have many tax-related issues to deal… Read more »
The IRS is reminding taxpayers to be prepared for hurricanes and other natural disasters this season. This article highlights some important tips.
An Irrevocable Life Insurance Trust (“ILIT”) is a trust that can be used to minimize estate taxes by moving the proceeds of life insurance policies outside of your taxable estate. This article provides a general overview of ILIT funding and administration requirements.