by Sara Raby | Jun 11, 2025 | blog, Individual Tax
What Is an ILIT and Why Does It Matter? An Irrevocable Life Insurance Trust (ILIT) is a powerful estate planning tool that allows high-net-worth individuals and business owners to remove life insurance proceeds from their taxable estate. By placing one or more life... 
by Cory Carroll | Feb 10, 2025 | Corporate Tax Services, Individual Tax
A well-structured buy-sell agreement is essential for any business with multiple owners—especially when one of those owners is a key individual whose sudden death could jeopardize the company’s future. One of the most common methods to ensure a smooth ownership...