Articles

2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation

October 23, 2024

While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...

NEWS ALERT: New Law in Georgia Allows Transfer-on-Death Deeds, Effective July 1, 2024

August 27, 2024

In Georgia, there are many ways to transfer your assets at your death to your intended beneficiaries. Wills and Trusts are probably the best-known tools ...

News Alert: The U.S. Supreme Court Case of Connelly v. United States Gives Closely Held Business Owners Another Important Issue to Consider!

July 18, 2024

Connelly represents a significant shift away from previous law. This shift means that existing buy-sell agreements should be revisited and, possibly, restructured as soon as ...

Corporate Transparency Act: A Big Deal for Anyone With an Interest in a Closely Held Company Beginning 1.1.2024! (Updated 3.31.2025)

March 8, 2024

Update: As of 3/21/25, CTA rules no longer apply to U.S. entities or their beneficial owners—only foreign companies may be affected.

Can You Buy Happiness? (Updated for New Findings)

December 7, 2023

Several years ago, we published a Newsletter on this topic which discussed a study that found that happiness does not improve beyond an amount of income ...

2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation

November 14, 2023

While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...