Crummey Powers, Crummey Letters, and Properly Funding Life Insurance Trusts
One of the most overlooked components of an integrated wealth management plan is properly filing gift tax returns and preparing annual Crummey notices.
November 23, 2021
Domestic Payroll: Independent Contractors Versus Employees
Labor departments are more and more frequently questioning the claim that someoneregularly doing work in the home of another is an independent contractor, rather than an employee. There are very few cases where people who work in someone else’s home are not employees.
November 23, 2021
U.S. Bank’s Dominic Venturo on Creating a Model of Innovation
On this Tearsheet Podcast, you'll hear from U.S. Bank's Chief Innovation Officer, Dominic Venturo. Dominic describes what's prompting banks to innovate and how U.S. Bank…
July 17, 2018