by Brian Hare, CPA, CGMA | Mar 19, 2018 | Estate Planning, Tax
S corporations must comply with several strict requirements or risk losing their tax-advantaged status. Among other things, they can have no more than 100 shareholders, can have no more than one class of stock and are permitted to have only certain types of...
by Brian Hare, CPA, CGMA | Jan 8, 2018 | Tax
A living trust is a cornerstone of many estate plans. During your life, you can serve as the trustee and manage the assets just as you would if you owned them outright. However, you must choose a trustee to oversee and administer the trust after your death (and during...