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To our friends who are tax and estate planning professionals, we hope you are enjoying the warmer weather. Here is another list of articles that I hope you find interesting and helpful to your practice.  To our friends who are tax and estate planning professionals, we hope you're staying warm and healthy. Here is a list of articles that caught our eyes recently. We hope you find them interesting and helpful to your practice as well.  We are grateful to Carmin Dalziel, Executive Director of Northshore School Foundation, for inviting us to give a live presentation on charitable giving. We had a blast. What a great organization! Two of our partners attended Northshore schools. We think they turned out great... didn't they?  We do not provide legal or tax advice. You should consult their own legal or tax advisor. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.
To our friends who are tax and estate planning professionals, we hope you're enjoying the summer -- and staying cool and healthy. Here is a list of articles that caught my eye recently. I hope you find them interesting and helpful to your practice as well.  To our friends who are tax and estate planning professionals, by now, you’ve read/heard of the horrific news that the IRS destroyed an estimated 30 million paper-filed information returns in March 2021 due to the backlog. Here is a set of a few other articles that I hope you find interesting and helpful to your practice.  Cultivant was spotlighted at Kenmore Business Alliance this morning, thanks to Bothell-Kenmore Chamber of Commerce. Hoon, our co-founder, spoke on the importance of planning ahead for business owners so they can leave their businesses by design rather than by default.  |
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