June 30, 2026
YHB News
June 30, 2026
Will Your Social Security Benefits Be Taxable?
Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the…
Retirement Plan Options for Dental and Medical Practices
March 30, 2017
Family Wealth Services
The wrong life insurance beneficiary can wreak havoc with your estate plan
Life insurance can be a powerful financial and estate planning tool, but its benefits may be reduced or even eliminated if you designate the wrong…
March 30, 2017
Family Wealth Services
Should you keep your trust a secret?
When planning their estates, many people agonize over the negative impact their wealth might have on their children. To address these concerns, some people establish…
March 29, 2017
Construction
Is a joint venture the right choice for your company?
They say two heads are better than one. This can sometimes be the case for construction projects when, whether because of difficult logistics or challenging…
March 29, 2017
Business Valuation
Succession Planning | Look at things from a surety’s perspective
A well-designed succession plan is critical to the long-term survival of a construction business. In developing one, it’s important to consider the objectives and needs…
