Blog

Fringe benefits are usually a good thing—but there’s a catch when you own more than 2 percent of an S corporation. The good news? Federal tax law allows the cost of these fringes as deductible expenses for your S corporation. The bad news? You, the shareholder-employee who owns more than 2 percent, may suffer additional...Read More

I’m confused.  We’re enjoying a highly unusual financial “cocktail” these days that combines one part low inflation, one part low unemployment, one part strong earnings and one part low interest rates.  We should be happier – share prices should be moving up – but they’re not.  Do you share my concerns? First quarter real GDP...Read More

It still comes as a surprise to so many people that the outcome of key estate planning strategies often hinges on fluctuations in interest rates. So, changes in rates should sway the choice, or timing, of these strategies. Some estate planning strategies generate more benefits when interest rates are low, while others provide more benefits...Read More