How to Use Your PA State Tax Liability to Fund Access to Education

How to Use Your PA State Tax Liability to Fund Access to Education

From religious schools of all denominations to independent college-prep to special needs, Pennsylvania—and particularly the Delaware Valley—is known for its strong and varied K-12th grade private school landscape. A private school, however, charges a tuition that...

Private Financing for Life Insurance Premiums

Private Financing for Life Insurance Premiums

The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are preparing for possible tax law changes that could have serious impacts on their ability to transfer businesses and other assets to their loved...

Financial Planning for Same-Sex Couples

Financial Planning for Same-Sex Couples

When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...

Preventing Financial Fraud/Theft While Traveling

Preventing Financial Fraud/Theft While Traveling

Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...

Trusteed Cross-Purchase Buy-Sell Agreements

Trusteed Cross-Purchase Buy-Sell Agreements

Trusteed Cross-Purchase Buy-Sell Agreements Options for businesses with multiple shareholders Cross-Purchase Buy-Sell Agreements are one of the cornerstones of business continuity planning for shareholders or partners of privately-owned businesses. Traditional buy...