Blog

Year: 2021

Accounting and Assurance Services

August 25, 2021 by Erika Hoff
Audit & Accounting
Copeland Buhl offers a variety of Accounting and Assurance services consisting of Audits, Reviews, Compilations, Preparations and Agreed Upon Procedures (AUP). Below is a summary of each level of service, and how each level of service may be of benefit to you. Audit: An audit is the highest level of...
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Benefits of Working With A CRM System

August 10, 2021 by Nancy Bielke
Technology Solutions
CRM Software Without happy customers, a business fails. Unfortunately, it can be difficult to manage all of the customers and clients that your business interacts with on a daily basis. Instead of letting customer satisfaction go to the wayside, you should invest in customer relationship management (CRM) software.   CRM solutions...
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2021 Estate Planning Environment: Part Three

August 2, 2021 by Brendan Lacy
Estate and Gift Taxes
The final part of our blog post series focuses on four common planning techniques under current law.   Each strategy is summarized along with a description of how proposed legislation would limit its effectiveness:   Intentionally Defective Grantor Trusts (IDGTs) An IDGT is a great way to remove appreciation from a...
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2021 Estate Planning Environment: Part Two

July 12, 2021 by Brendan Lacy
Estate and Gift Taxes
Part Two of our blog post series focuses on Senator Bernie Sanders’ proposal to change the estate and gift tax laws.  While President Biden’s proposal did not change the existing estate and gift tax laws, Bernie Sanders’ “For the 99.5% Act” proposes significant changes to the current estate and gift...
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2021 Estate Planning Environment: Part One

June 29, 2021 by Brendan Lacy
Estate and Gift Taxes
Now that the democrats have control of all three branches, there have been a few estate planning proposals that could significantly alter the estate planning landscape.  Over a series of three blogs, I will discuss: President Biden’s proposal to treat gifts/death as a realization event Senator Bernie Sanders’ proposal to...
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