Own foreign assets? Account for them in your estate plan
Failing to address any foreign assets you possess in your estate plan can cause unexpected outcomes. The good news is that with the help of
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
Failing to address any foreign assets you possess in your estate plan can cause unexpected outcomes. The good news is that with the help of
The deadline for most not-for-profits to file Form 990 with the IRS (May 15, 2024) has come and gone. Assuming your organization operates on a calendar-year tax
Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need income. Thankfully, there could be
The IRS recently released guidance providing the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts are adjusted each year, based on inflation, and
To administer productive programs worthy of your not-for-profit’s budget, you need to determine whether they’re meeting clients’ needs. In general, the best way to assess
Choosing the right business entity has many implications, including the amount of your tax bill. The most common business structures are sole proprietorships, partnerships, limited
There are many rewards for taking care of an elderly relative. They may include feeling needed, making a difference in the person’s life and allowing
Artificial intelligence (AI) has been receiving plenty of press coverage lately, some of it positive and some of it negative. The truth is, like many
As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from you or your loved ones. However, the items that make
WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053
FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719
