29 Jan Long-Standing Vero Beach Accounting Firms Merge
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Vero Beach based Colton, Williams & Reamy, LLC and Kmetz, Elwell, Graham & Associates, PLLC (KEGA) are pleased to announce that they have joined forces....
estate planning
16 Jan Family-owned businesses urged to sell before the party ends
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If you've been thinking about selling your Vero Beach family-owned business, 2020 may be the time with smaller tax bill than by waiting to make a deal in 2021....
17 Jan Your 2019 Estate Plan Checkup
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The beginning of the new year is a great time for an estate plan check up. Learn the new exemption limits coming up for 2019 and plan accordingly!...
26 Nov Unleash the power of a nonspringing power of attorney
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What if you become incapacitated and unable to make medical or financial decisions on your own? How a nonspringing power of attorney provide may peace of mind....
05 Nov Intellectual property requires careful estate planning
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Intangible assets can easily be overlooked in an estate plan. Yet intellectual property can have great value, so it's important to properly address it....
29 Oct Research credit available to some businesses for the first time
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If your company engages in qualified research activities, revisit the research credit to be sure you're taking full advantage of its benefits....
29 Oct Take caution when including employees in your estate plan
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As a small business owner, naming your employees as beneficiaries in your estate plan is thoughtful, but doing so may create unintended tax consequences....
22 Oct Tenancy-in-common: A versatile estate planning tool
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Real estate can be hard to address in an estate plan. Transferring real estate to multiple beneficiaries? Consider using tenancy-in-common ownership interests....
22 Oct Selling your business? Defer — and possibly reduce — tax with an installment sale
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An installment sale can offer tax and other benefits to a business owner selling his or her company. But it has tax risks, too. Read on to learn more....
15 Oct Turn down an inheritance using a qualified disclaimer
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Turning down an inheritance may sound crazy, but there are legitimate estate planning reasons to do so. A qualified disclaimer may be a tool for you to use....