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Read our news

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Tax affecting: A controversial issue in pass-through business valuations

Tax affecting is one of the most debated issues when valuing interests in privately held businesses using the income approach. This term refers to discounting

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What happens to qualified transportation plan balances when employees leave?

By now, employers across the country have implemented return-to-work policies that have brought hundreds of thousands of employees back to the office or some other

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How The One, Big, Beautiful Bill proposes to change the gift and estate tax exemption

The Tax Cuts and Jobs Act (TCJA) effectively doubled the unified federal gift and estate tax exemption — and annual inflation adjustments have boosted it

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Review your nonprofit’s revenue like an auditor

Without a predictable revenue stream, you’ll have a hard time budgeting, funding priorities and planning for the future. Right now, many organizations are grappling with

Read More »

The advantages of a living trust for your estate plan

Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98

Read More »

Planning a summer business trip? Turn travel into tax deductions

If you or your employees are heading out of town for business this summer, it’s important to understand what travel expenses can be deducted under

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Employers must stay on top of 401(k) eligibility rules

Employers of all types and sizes continue to sponsor 401(k) plans to attract job candidates and help employees save for retirement. Sure, there are other

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From the simple to the complex: 6 strategies to protect your wealth from lawsuits and creditors

Asset protection is a strategic approach to safeguarding your wealth from potential lawsuits and creditor claims. Indeed, protecting your assets is critical in today’s litigious

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Your nonprofit has lost an executive. Now what?

A fictional nonprofit lost its executive director (ED) when she died unexpectedly. The charity had a basic contingency plan, but the document didn’t name an

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