House rich but cash poor? Consider a reverse mortgage strategy
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
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
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
When valuing a business, experts often look beyond the company’s financial statements. Management interviews and document requests may provide additional objective insight into how much
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
External audits can help assure your not-for-profit’s stakeholders that your financial statements are fairly presented according to U.S. Generally Accepted Accounting Principles. They can also
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