News & Articles

Team Member Spotlight: Ben Hull, CPA

Posted on Mon, Mar 01, 2021
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Tags: Business Tax Savings, Trusts, Team Member, Private Client Services

Team Member spotlight: Micah VanWesep-Scott

Posted on Wed, Nov 25, 2020

Micah VanWesep-Scott joined Echelbarger, Himebaugh, Tamm & Co., P.C. (EHTC) as a tax intern in January 2018 and became a Staff Accountant in June 2018. Since then, Micah has expanded her technical expertise and experience in the areas of tax and business valuations, becoming a key member in both the Tax and Transaction Advisory Services departments. Micah graduated from Grand Valley State University with her Bachelor’s Degree in Accounting and is currently pursuing her Certified Public Accountant (CPA) certification.

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Tags: Business Valuation, Tax Return, Trusts, Financial Due Diligence

Save on Taxes While Doing Good

Posted on Wed, Jun 28, 2017

If you own assets that have appreciated significantly over the years, you may be able to profit more by giving them away than by selling them.

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Tags: Charitable Giving, Charitable Donations, Charitable Contributions, Trusts, Beneficiary Designations

Leaving a Legacy for Your Heirs

Posted on Mon, May 01, 2017

Despite its name, the term "dynasty trust" has nothing to do with aristocracy or the TV show that used to be popular. It involves preserving wealth for your heirs.

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Tags: Estate Planning, Assets, Trusts

Setting Up a Special Needs Trust

Posted on Fri, Aug 05, 2016

Medical advances, an aging population, a changing political scene and the increase of conditions such as autism are combining to produce a growing need for a particular type of estate planning tool -- the special needs trust.

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Tags: Benefits, Trusts, Special Needs

A Trust to Help Fund The Payment of Estate Taxes

Posted on Wed, Jun 08, 2016

Consider this dilemma faced by a high-net worth individual: He doesn't want his heirs to be burdened with estate taxes so he takes out a life insurance policy to cover the tax bill. But then the proceeds of the insurance policy wind up as part of his estate — only to be included for estate tax purposes. In this case, the individual might solve the problem by setting up an irrevocable life insurance trust (ILIT).

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Tags: Gifts, Estate Planning, Trusts

Would a Revocable Trust Be Beneficial for You?

Posted on Tue, Sep 09, 2014

When developing an estate plan, a revocable trust can provide many benefits that, in most cases, significantly outweigh the cost of setting one up.

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Tags: EHTC Article, Estate Planning, Estate, Newsletter, Articles, Trusts