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News & Insights
April 1, 2026
Knowledge Center
How can an FLP fit into your overall estate planning strategy?
A family limited partnership (FLP) allows you to manage and protect your wealth while gradually transferring it to your children or other heirs. Additional benefits include potential tax savings and protection from creditors. And you don’t have to own a business to have an FLP. FLPs in a nutshell To take advantage of an FLP, […]
March 20, 2026
Knowledge Center
Accounting for intellectual property in your estate plan
When most people think about estate planning, they focus primarily on tangible assets, such as real estate, investments and personal property. However, in some cases, intellectual property (IP) can make up a substantial portion of an individual’s wealth. Proper planning can help ensure that these assets are preserved, accurately valued and transferred according to your […]
March 20, 2026
CONSULTING
Goodwill accounting might not be the problem after all | CFO Brew
This recent CFO Brew article shared our expertise on how goodwill impairments can reveal when acquisitions fall short of expectations.
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