Jhoanna Jones spent more than a decade working in the financial industry. She thrived on helping small business owners get the lending they needed to buy properties and expand their companies. But sometimes, due to tighter bank regulations, she had the uneasy job of declining a loan to a small...

By Sara Bailey and Kathryn Garrison for TCAJOBEstate planning is never an easy topic to discuss, and incorporating taxes into the picture makes it an even less appealing topic. Sara Bailey,Moss AdamsHowever, everyone should have an estate plan—even if it’s just a simple will. Those with large and complex estate...