When Do I Need to Update a Trust Agreement?
Trust agreements are commonly found in a comprehensive estate plan. If you have established a trust agreement, you may need to update that agreement..
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The 1099-K Reporting Threshold Is Delayed – Now What?
In December 2022, the IRS announced that the new reporting thresholds for Form 1099-K have been delayed. The new thresholds are part of the American..
Read MoreHow Student Loan Forgiveness Affects Your Taxes
Generally, student loan debt cancellation is considered taxable income. If you are one of the 43 million borrowers who will benefit from President..
Read MoreFrustration and Delays as the 2023 Tax Filing Season Begins
As Americans prepare to file their 2022 tax returns, the Internal Revenue Service (IRS) remains mired in a backlog of millions of returns from..
Read MoreFinance functions to ‘break free’ of constraints of annual cycles – with 82% saying stakeholders need more than financial performance measures
Global research into the evolving role of finance functions finds real-time analysis, and data beyond the financial, holds the key to navigating..
Read MoreUnderstanding Beneficiaries and Heirs
Estate planning can be an intimidating process for the average person. One reason for this is that estate planning includes concepts and legal jargon ..
Read MoreHow to Check Your Tax Refund Status
One of the hardest parts about doing your taxes? Waiting for that refund to hit your bank account.If you’re expecting a tax refund this year, here’s..
Read MoreActionable VAT Policy Gap in Europe
Value-added taxes (VAT) make up approximately one-fifth of total tax revenues in European Union countries. However, countries differ significantly in ..
Read MoreStakeholder Information Management Software Buying Guide
Which stakeholder engagement and information management software is best for your needs? Since each industry is unique when it comes to stakeholder..
Read MoreCBO Analysis Finds Income Growth and Progressive Tax Code in 2019
Newly published data from the Congressional Budget Office (CBO) indicates in 2019, before the onset of the pandemic, American incomes continued to..
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How lifetime gifting can affect estate administration
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Can You Receive an Early Inheritance from an Indiana Trust?
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Pet Planning in Your Indiana Estate Plan
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Partial Trust Distributions in Indiana