So many new business owners contemplate whether it’s necessary to keep funds in a standalone business account when just starting out. Learn more on this topic.

One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion.

Pitfalls abound when creating and maintaining an estate plan. Here are four to be especially aware of.

Since cafeteria plans allow for pre-tax contributions, it’s vital to keep them compliant with IRS law with thorough Section 125 testing .