How CPA Owners Can Leverage CRTs and CLTs
If you’re a CPA practice owner and a regular reader of our blog, you’ve likely considered long-term tax planning—especially with the upcoming expiration of the Tax Cuts and Jobs Act (TCJA) in 2026. Reduced lifetime exemption limits could mean a larger share of your wealth ends up with the IRS if you don’t plan ahead. […]
Protecting Your CPA Practice Before Retirement: The Importance of Key Person Insurance
As a CPA practice owner nearing retirement, you’ve likely devoted significant thought to your exit strategy. But what if, just before you’re ready to step away, one of your key team members becomes unable to work due to illness, disability, or even death? While it’s a difficult scenario to contemplate, planning for every possibility is […]
