Katie Commons 11/26/24 Katie Commons 11/26/24

Making Gifts to Children and Other Family Members

Joseph Pecora 11/13/24 Joseph Pecora 11/13/24

Different Ways in Which Property Can be Owned by Individuals

Joseph Pecora 11/13/24 Joseph Pecora 11/13/24

Potential Tax Implications in Adding Someone to a Deed

Joseph Pecora 11/13/24 Joseph Pecora 11/13/24

Philadelphia Lead Paint Disclosure and Certification Law

Peter Commons 11/13/24 Peter Commons 11/13/24

Components of Head of School Compensation

Mary Beth Melso 11/13/24 Mary Beth Melso 11/13/24

Who Should Have Estate Planning Documents?

Katie Commons 11/1/24 Katie Commons 11/1/24

Should Probate be Avoided?

Katie Commons 10/30/24 Katie Commons 10/30/24

The Use and Beauty of Per Stirpes

Mary Beth Melso 10/28/24 Mary Beth Melso 10/28/24

Will Substitutes to Avoid Probate

Katie Commons 10/28/24 Katie Commons 10/28/24

Why Beneficiary Designations are Important

Beneficiaries and traditional, non-ROTH retirement accounts.

Katie Commons 10/28/24 Katie Commons 10/28/24

Giving to Charity After Your Death via Your Retirement Account

Peter Commons 10/18/24 Peter Commons 10/18/24

Head of School Housing Benefits

Peter Commons 10/3/24 Peter Commons 10/3/24

Federal Income Tax Treatment for Head of School Housing

There are practical incentives for a school to provide housing for its head, including the ability to recruit for the position from a national talent-pool without being disadvantaged by regional housing-cost differences...

Greg Smith 9/10/24 Greg Smith 9/10/24

Intro to Head of School Negotiations (video)

Greg Smith 9/5/24 Greg Smith 9/5/24

School-provided Automobiles for Heads of Independent Schools

Learn all about the pros and cons and tax implications of a school-provided automobile as a benefit for an Independent School's Head of School.

Katie Commons 9/4/24 Katie Commons 9/4/24

Trusts in an Estate Plan

Learn about common situations that benefit from the use of Trusts