Maximize Endowments by Leveraging Life Insurance

During your lifetime, there are many drivers for seeking life insurance policies; oftentimes to function as a replacement of income in the event of tragedy or other loss.  Each situation is unique; however, and beneficiaries can be set as family members, children, a closely held business or even a business

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Estate Planning: A Roundtable Discussion

Cincinnati Business Courier’s Rob Daumeyer recently sat down with a panel of experts, to discuss the importance of estate planning. The panel shared about a variety of topics from the benefits of planning early to the new tax laws and much more. The trio of experts offered valuable insight based

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Sales Tax: Here, There, Everywhere

Earlier this month, the Alabama Department of Revenue challenged the U.S. Supreme Court’s 1992 ruling in the landmark sales tax case Quill Corp v. North Dakota (1992). The decision from 1992 case regarding sales tax nexus confirmed that in order for an entity to have nexus in a state it

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