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Audits & Reviews
Tax Strategies & Filings
High Net Worth Individuals
Privately Held Companies
Exit & Succession Planning
John W. Weingardt, CPA
Michael A. Potter, CPA
Principal Emeritus – Gino Johnson, CPA
Send Your Resume
Retiring soon? 4 tax issues you may face
Tax planning is still important after you retire. Here are some of the tax implications of retirement.
How to ensure life insurance isn’t part of your taxable estate
Life insurance benefits can help loved ones after your death. But you may want to keep proceeds from a policy out of your taxable estate. Here are some considerations.
Family business owners must weave together succession and estate planning
Family-owned businesses face distinctive challenges in today’s uncertain economy. One example is how to best integrate your succession plan with your estate plan.
Why it’s important to plan for income taxes as part of your estate plan
With the federal estate tax exemption so large, you may not be worried about estate taxes anymore. But it’s a good time to focus on saving income taxes for your heirs.
Take advantage of a “stepped-up basis” when you inherit property
If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the fair market value basis rules (also known as the “step-up and step-down” rules). That way, you won’t pay more tax than you’re legally required to.
Why you should keep life insurance out of your estate
You bought life insurance to protect your family or other beneficiaries. Here’s how to avoid having the benefits be subject to federal estate tax.
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Peachin Schwartz & Weingardt P.C.
9775 Crosspoint Blvd, Suite 100 Indianapolis, IN 46256