Articles
Act Now to Supercharge Your Gifting and Other Wealth Transfer Tax Savings Strategies!
For wealthier families and individuals, now may be an incredible time to act to legally reduce and possibly fully avoid future wealth transfer taxes, including gift, estate, and ...
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NEWS ALERT: New Georgia Law Affecting Notaries Public Goes Into Effect on January 1, 2025
Georgia House Bill 1292, addressing the powers and duties of notaries public and other topics, was signed into law by Governor Kemp on May 2, ...
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2025 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
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) ...
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NEWS ALERT: New Law in Georgia Allows Transfer-on-Death Deeds, Effective July 1, 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 ...
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News Alert: The U.S. Supreme Court Case of Connelly v. United States Gives Closely Held Business Owners Another Important Issue to Consider!
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 ...
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Corporate Transparency Act: A Big Deal for Anyone With an Interest in a Closely Held Company Beginning 1.1.2024! (Updated 3.31.2025)
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)
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 ...
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2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
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) ...
Read More →
