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January 2006
::: Gary Kravitz, our Executive Vice President of Sales, was quoted at length in the most recent issue of Practical Accountant . The cover story, Close the Deal , talks about the growing awareness that execution and follow-through with regard to leads for new business require a structured approach.
July 10, 2005
::: BizActions in Practical Accountant
BizActions and one of our favorite clients, Robert Gold of Bennett Gold Chartered Accountants are featured in the latest edition of the Practical Accountant. We're included in a story about the importance of using customized communications to increase response rates.


Is Gifting Still a Valid Strategy?

An annual tax-free gifting program is often recommended to help reduce the size of a taxable estate. But changes in the estate tax laws may make you wonder whether this is still a valid estate planning strategy. Read on for details.
Avoiding the GST Tax

When wealthy children are left assets, the likely result is that estate taxes will be paid when the children inherit the assets and then again when those assets pass to the grandchildren. Click "Full Article" to find out how to avoid the GST tax. 

Do You Need a Living Trust?

Living trusts have become popular estate planning tools, but does everyone need one? Click "Full Article" for some answers to these commonly asked questions that can help you decide whether to consider a living trust.

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