How 2026 Tax Brackets Would Change if the TCJA Expires
If you own a closely held business with your relatives involved, and don’t take the proper estate planning steps to…
Lines May Blur When it Comes to Estate and Family…
If you own a closely held business with your relatives involved, and don’t take the proper estate planning steps to…
White House releases fiscal year 2025 proposed budget
President Joe Biden’s proposed FY 2025 budget unlikely to spur action in current Congress but will set course for tax…
Enhanced Retirement Landscape: Exploring Secure Act 2.0’s Impact on Tax-Favored…
The legislative landscape surrounding retirement plans has undergone a significant transformation with the introduction of the Secure Act 2.0. Nestled…
Bipartisan Tax Deal Would Expand Credits for Businesses, Children, and…
Other changes to the credit would include making more of the credit available as a refund and indexing the total…
The Present & Future of CAS for Accounting Firms
More than 20 of the profession’s thought leaders met for the Accounting Meta Influencers roundtable discussion on the present and…
3 Tax-Smart Tactics for Clients With $1 Million or More…
Here are some tax planning strategies on how you can keep more of that $1 million for yourself and away…
Higher interest rates spark interest in charitable remainder trusts
In addition to an income stream, CRTs offer an up-front charitable income tax deduction, as well as a vehicle for…
Decoding the Difference: Tax Planning vs. Advisory
How are these two functions different and how do you clarify them to ensure you're maximizing your planning and returns?…
How to Get the Most Tax Benefits from a Roth…
Under the “ordering rules” established under IRS regulations, most of the payout of a nonqualified Roth distribution may be tax-free…