Insights

Tax Considerations for High-Net-Worth Individuals in 2023

Stay ahead of 2023 tax changes affecting high-net-worth individuals and their advisors.

IRS Offering Taxpayers Special Tax Credit in 2024

Individuals earning under $36,500 can save up to $1,000 in taxes by contributing to retirement plans.

IRS Delays Imposing $600 Threshold for Reporting Income From Apps

The IRS has delayed the new $600 reporting threshold for income from third-party apps until 2025.

IRS Announces Interest Rates for Underpayment of Taxes for Q1 2024

Leverage the Tax Code for effective tax management.

IRS Increases Gift and Estate Tax Exempt Limits — Here’s How Much You Can Give Without Paying

Discover the increased gift and estate tax exempt limits for 2024, enhancing your gifting strategy.

The Russia-Ukraine War Will Affect Your Finances. Here’s How.

Discover the financial implications of the Russia-Ukraine conflict and how to navigate this economic storm.

Physicians and Dentists: A Guide to Navigating the Tax Maze

A guide for physicians and dentists to navigate complex tax challenges effectively.

How to Maximize Depreciation in a 1031 Exchange

Explore ways to maximize depreciation benefits in a 1031 exchange for better tax outcomes.

The 8 Biggest Tax Increases in Biden’s 2024 Budget

An overview of Biden’s proposed tax changes in the 2024 budget affecting high-income Americans and businesses.

How to pay 0% capital gains taxes with a six-figure income in 2023

Explore how 2023 tax changes may allow 0% capital gains tax for high earners.

JPMorgan backs off recession call even with ‘very elevated’ risks

JPMorgan Chase revises its recession outlook, highlighting growth and ongoing risks from Fed policies.

Why a Second Opinion on Your Past Tax Returns is as Crucial as a Medical Second Opinion

A second opinion on your taxes can uncover savings and enhance your financial strategies.