Managing corporate gifting—especially for startups on a bootstrapped budget—can sometimes feel like walking a tightrope; gestures that are too extravagant could blow your budget while a frugal ...

Millions of successful business owners are contemplating the next chapter in their company and personal legacies. This comes just as the generous estate and gift tax exemption limits are on the cusp ...

Estate planning isn’t a one-time event — it’s a moving target. With gift and estate tax laws in flux and even “permanent” reforms often lasting no more than a decade or an administration, families are ...