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Understanding your personal insurance program can protect asset value
Many of these individuals and families have formalized estate planning structures, but few acknowledge insurance as a critical aspect of estate planning and wealth preservation.
Tax planning tool available for structuring the private equity deal
A 2013 regulatory provision provides an efficient way for private equity firms to purchase certain companies in a more tax efficient manner.
Baby boomers choosing Medicare Advantage
Each day, 10,000 Americans turn 65. The Baby Boomers are reaching Medicare eligibility at a rapid rate, and more and more are choosing Medicare Advantage to help them manage their health.
You see numbers. We see opportunities.
Many years ago, I was on a Virginia Society of Certified Public Accountants committee to help spread the word that CPAs are more than “number crunchers.” We chose the slogan: “You See Numbers. We See Opportunities.”
Data breach lawsuit highlights the need for due diligence in buying cyber insurance
The federal court’s opinion serves as a lesson to policyholders regarding cyber insurance in a rapidly evolving market.
Corporate philanthropy: maximizing your business’ return on giving
Doing good can also be very good for your business, but only if you do it right.
