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Blog

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

Should a living trust be part of your estate plan?

As its name suggests, a living trust (also known as a revocable trust) is in effect while you’re alive. It’s a legal entity into which

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Pinched nonprofits may want to free up board-designated assets

In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter.

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6 pertinent provisions of the OBBBA for construction companies

It’s been about a month since the One, Big, Beautiful Bill Act (OBBBA) was signed into law. Now that the dust has settled, construction business

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Act soon: The OBBBA ends clean energy tax breaks

The newly enacted One, Big, Beautiful Bill Act (OBBBA) represents a major move by President Trump and congressional Republicans to roll back a number of

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Factoring tax law changes into a business valuation

Several provisions of the One, Big, Beautiful Bill Act (OBBBA) — enacted on July 4, 2025 — alter the tax rules for businesses. The new law

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The new law includes a game-changer for business payment reporting

The One, Big Beautiful Bill Act (OBBBA) contains a major overhaul to an outdated IRS requirement. Beginning with payments made in 2026, the new law

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Employers may contribute to forthcoming Trump accounts

Like many employers, you and your leadership team may be constantly on the lookout for additional employee benefits that your workforce might value. Well, the

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Income taxes can negatively impact your estate plan

As the federal gift and estate tax exemption increases, the number of families affected by gift and estate tax liability decreases. With the passage of

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Using your nonprofit’s endowment to navigate financial obstacles

Even not-for-profits that make realistic budgets and hold adequate funds in reserve to cover shortfalls can run into financial emergencies — particularly if they lose

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West Palm Beach, FL 33401
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Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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