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Key Points: Running a farm is more than running a business. It is about stewarding land, nurturing a way of life, and setting up the…
Charitable trusts can be a powerful way to make a meaningful difference to support causes you care about, while also enjoying substantial tax benefits. By…
Grimbleby Coleman’s Estates & Trusts team is shedding light on a June 2024 Supreme Court decision that may have implications for your business succession plan….
Investing in real estate can be a great way to build wealth, but knowing the associated tax rules allows you to make the most of…
If you’re a real estate investor, you’ve likely heard of a 1031 exchange, also known as a “like-kind exchange.” This federal tax provision can be…
Significant changes in estate tax laws are on the horizon, and preparing now can save you substantial sums in the future. With the current estate…
The United States is a generous country, with 69% of taxpayers contributing to charities annually, and being philanthropic offers the added benefit of a charitable…
Members of the GC Estates & Trusts team are always happy when we have the opportunity to attend an estate planning meeting with our clients…
Retirement savings plans are undergoing significant changes to ensure that more Americans can save for retirement and increase the amount they can save. Our Tax…
October 17 – 23, 2022, is a favorite time of the year for our Estates and Trust team — it’s National Estate Planning Awareness Week….
Completing a Transition, One Step at a Time GC Niche: Estates and Trusts GC Team Members Involved: Stephen Wray, CPA, and Ian Grimbleby, CPA Type…
Simplifying an Estate Plan for a Smoother Transition GC Niche: Estates and Trusts GC Team Members Involved: Jamee Bollinger, CPA Type of Industry: Food Production…
In the blink of an eye, we’re switching out our calendars and planning for a whole new year! This past year, our firm went through…
Out of the plethora of retirement planning options available to U.S. workers — 401(k)s, 403(b)s, traditional IRAs — the Roth IRA stands out as the…
Even if you think you have years to spare, it’s important to start planning for retirement now. What would you like your money to do…
October 20, 2020 This week, (October 19 – October 25, 2020) is National Estate Planning Awareness Week. In the accounting world, it’s a week dedicated…