Pinion Insights: Posts from category

Financial Institutions

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

By K·Coe Editorial | August 2, 2018
,
Reading Time: 4 minutes
As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been fielding questions and concerns from many of our clients regarding their property casualties, and therefore, we’d like to share an informative overview of frequently asked …

Read moreIn Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

estate plan

Winning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

By Jim Rein | May 31, 2018
, , ,
Reading Time: < 1 minute
Exemption for Your Estate Plan is Ripe for the Picking The Tax Cuts and Jobs Act of 2017 made one significant change for estate planning: it doubled the estate tax exemption through 2026. This change is unique because it has resulted in the highest estate/gift exemption ever allowed (basically double …

Read moreWinning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

estate plan

Winning with Tax Code Reform

By K·Coe Editorial | May 11, 2018
, ,
Reading Time: 2 minutes
As a result of the tax code revisions passed in December, many businesses have attained increased financial benefits and lessened tax burden by employing new tax savings strategies. K·Coe Isom has been assisting businesses with strategic assessments and advice on how to utilize new provisions to capture opportunities and avoid …

Read moreWinning with Tax Code Reform

wealth management

K·Coe Isom Announces Wealth Management Partnership

By K·Coe Editorial | April 27, 2018
, , , , ,
Reading Time: < 1 minute
K·Coe Isom’s subsidiary K·Coe Wealth has entered into a joint venture with HBK CPA’s affiliate HBKS Wealth Advisors. The partnership, a mutually-beneficial combination of specialized resources and shared cultural values and standards, will amplify the diversity and wealth management of assets and resources to deliver a first-class experience to all client …

Read moreK·Coe Isom Announces Wealth Management Partnership

For S Corps: Does a C Corp Conversion Make $ense?

S Corp Banks: Does a C Corp Conversion Make $ense?

By Sandy Sporleder | January 25, 2018
,
Reading Time: 2 minutes
Considerations for the Board, Shareholders, and Business will determine. Now that the law has been established for 2018 and beyond, S corporation banks are asking whether the more advantageous tax rate of a C corp (a flat 21% rate) makes sense for them. There are many things to consider, and the …

Read moreS Corp Banks: Does a C Corp Conversion Make $ense?

For S Corps: Does a C Corp Conversion Make $ense?

For S Corps: Does a C Corp Conversion Make $ense?

By K·Coe Editorial | January 16, 2018
, , , , , ,
Reading Time: 2 minutes
Is a C Corp Conversion Right for S Corps? Now that the law has been established for 2018 and beyond, S corporation clients are asking whether the more advantageous tax rate of a C corp (a flat 21% rate) makes sense for them. There are a few perspectives to consider …

Read moreFor S Corps: Does a C Corp Conversion Make $ense?

Conflict

In Business, Is It Best to Gloss Over Conflict, Or Face It Head On?

By Heather Campbell | December 18, 2017
Reading Time: 2 minutes
Conflict happens. While it’s not necessarily a slogan you’d want to slap on a t-shirt, it is a real component in every business. It comes in many forms, from small to large, and happens at all levels. Conflict can escalate. Conflict can spread. Conflict can destroy relationships (staff and customer …

Read moreIn Business, Is It Best to Gloss Over Conflict, Or Face It Head On?

Categories