Financial Planning

BBB Tax Update: Estate Planning Changes You Must Know for 2025 BBB Tax Update: Estate Planning Changes You Must Know for 2025

In this timely update, Bill Bell, Vice President of Advanced Sales at Penn Mutual, breaks down the..
Registration opens for the seventh Accountex Summit Manchester Registration opens for the seventh Accountex Summit Manchester

Last year’s event was hailed a huge success, welcoming double the number of attendees than two..
Do I Need An Estate Tax Attorney? - Wealth and Estate Planners Do I Need An Estate Tax Attorney? - Wealth and Estate Planners

Do I Need An Estate Tax Attorney? In this informative video, we’ll cover the essential aspects of..
5 Financial Ratios Every Small Business Owner Should Understand 5 Financial Ratios Every Small Business Owner Should Understand

Running a small business is a rewarding but complex journey. You wear many hats, marketer, manager, ..
Beyond the Buzz: How the use of practical AI can transform finance departments Beyond the Buzz: How the use of practical AI can transform finance departments

AI can unlock faster, safer and more strategic financial operations. We are in the midst of an..
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Introducing Hilary Lewis, Marketing Director, Winchester Corporate Finance. She’s your self..
Understanding the Complexities of Mergers & Acquisitions Understanding the Complexities of Mergers & Acquisitions

Mergers and acquisitions (M&A) are among the most transformative decisions a business can make...
How to Protect Your Non-Citizen Spouse in Your Indiana Estate Plan How to Protect Your Non-Citizen Spouse in Your Indiana Estate Plan

With an increasing number of people relocating and forming international relationships, it has..
Including a Letter of Instruction in Your Indiana Estate Plan Including a Letter of Instruction in Your Indiana Estate Plan

When you think about putting an estate plan together, you probably focus on important legal..
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Talking to Loved Ones about Your Estate Plan: Important Topics to Cover Talking to Loved Ones about Your Estate Plan: Important Topics to Cover

Estate planning is about more than just deciding how to distribute your assets. It is an..
Can I Decline an Appointment as Executor in Indiana? Can I Decline an Appointment as Executor in Indiana?

When someone passes away, their estate must be managed and distributed according to their wishes or ..
How Long Will It Take to Receive an Inheritance in Indiana? How Long Will It Take to Receive an Inheritance in Indiana?

Learning that you are set to receive an inheritance can bring a mix of emotions. While it may..
How Does Portability Fit into Your Indiana Estate Plan? How Does Portability Fit into Your Indiana Estate Plan?

Portability is an important yet often overlooked aspect of federal gift and estate tax planning. It ..
International Business Success Starts With Smart Financial Planning In Jonesborough, TN International Business Success Starts With Smart Financial Planning In Jonesborough, TN

International business success often begins with a strong foundation in financial planning, and..
Your Guide to Filing Form 2553: Electing S Corporation Status for Your Business Your Guide to Filing Form 2553: Electing S Corporation Status for Your Business

If you’re a small business owner considering the S corp route, IRS Form 2553 is the key to electing ..
The Impact of Political Stability on International Financial Planning The Impact of Political Stability on International Financial Planning

Learn how political stability or instability can affect international financial planning and the..
Expert Tips for Saving Money on Health Insurance Premiums Expert Tips for Saving Money on Health Insurance Premiums

Learn from an expert how you can save money on health insurance premiums without compromising on..
The Role of Technology in International Financial Planning The Role of Technology in International Financial Planning

Discover how technology is revolutionizing international financial planning and how it can benefit..
Exploring Alternative Options for Health Insurance Planning Exploring Alternative Options for Health Insurance Planning

In this article, we explore some alternative options for individuals who cannot afford traditional..
The Importance of International Financial Planning The Importance of International Financial Planning

Discover why international financial planning is crucial in today's global economy and how it can..
Ethical Considerations in International Financial Planning Ethical Considerations in International Financial Planning

Learn about the importance of ethical considerations in international financial planning and how..
Understanding the Different Types of Health Insurance Plans Understanding the Different Types of Health Insurance Plans

Learn about the different types of health insurance plans available and their key features to make..
Understanding the Role of Deductibles, Copayments, and Coinsurance in Health Insurance Planning Understanding the Role of Deductibles, Copayments, and Coinsurance in Health Insurance Planning

Learn about the role of deductibles, copayments, and coinsurance in health insurance planning and..
Navigating the Ever-Changing World of Health Insurance Planning Navigating the Ever-Changing World of Health Insurance Planning

Stay informed about potential changes and updates in the world of health insurance planning to..
Advantages of Adding a Living Will to Your Indiana Estate Plan Advantages of Adding a Living Will to Your Indiana Estate Plan

When creating your estate plan, it is essential to include more than just provisions for..
The Resilience of Montgomery County, Maryland's Economy The Resilience of Montgomery County, Maryland's Economy

An expert's perspective on the current state of economics in Montgomery County, Maryland and its..
The Economics of Healthcare in Montgomery County, Maryland The Economics of Healthcare in Montgomery County, Maryland

Explore the complex economic landscape of Montgomery County, Maryland and how it impacts the cost..
The Evolving Real Estate Market in Montgomery County, Maryland The Evolving Real Estate Market in Montgomery County, Maryland

An expert's perspective on the current state of the real estate market in Montgomery County,..