Sharing your estate plan’s details with family has pros and cons
When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.
Summer will be here before you know it, and for many not-for-profits, that means internships. Although students and recent graduates are often eager to gain
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of household or
If you’re even remotely interested in technology, you’ve likely encountered the term “3D printing.” Sometimes also referred to as “additive manufacturing,” it’s the process of
Valuation professionals use various methods to determine the fair market value of a private business or business interest. One of the more debated techniques is
For federal income tax purposes, the general rule is that rental real estate losses are passive activity losses (PALs). An individual taxpayer can generally deduct
When employers are ready to sponsor a qualified retirement plan, a 401(k) is often the first one that springs to mind. However, many small to
With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains
If you’re like most nonprofit leaders, you want to dedicate your time to mission-critical work. But if you run a relatively new nonprofit with a
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