Insights

With the standard exemption increasing and federal income tax rates generally falling in 2018, accelerating charitable gifts into 2017 may seem like a no-brainer. You might want to think twice if you plan a large charitable gift. Under current law, the income tax charitable deduction and many other itemized deductions…

John Wagner recently sat down with the Sarasota Herald-Tribune to discuss business succession planning. He addresses why and when business owners should consider succession planning and provides tips for getting started.   Related Resources: Requisite VI — The Business Succession Edition A Proactive Approach to Help Clients’ Businesses Operate Smoothly in…