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Article
Want to do more for charitable causes while minimizing your taxes? Take a fresh look at what, how and when you donate.
July 08, 2024
Article
Now is the time to identify tax-saving opportunities, protect your legacy and take charge of your estate plan.
May 10, 2024
Article
It’s smart to take stock of your accounting firm when you hit certain milestones in your wealth journey.
March 01, 2024
Article
Trends like AI, new influencer payout models and noncompete laws can have big financial implications for entertainers.
November 27, 2023
Article
Understand the ins and outs of valuation so you can better protect your high-net-worth estate.
August 21, 2023
Article
Learn how to navigate the stringent rules for claiming deductions on charitable gifts of appreciated property.
August 16, 2023
Article
Wraparound mortgages present various benefits and risks to property sellers and buyers.
August 16, 2023
Article
Same-sex married couples can take advantage of numerous tax benefits.
September 13, 2022
Article
Signed into law in December 2019, the SECURE Act includes retirement planning and other tax changes for individuals.
August 13, 2022
Article
The proposed provisions will affect individuals with income over $400K.
October 11, 2021
Article
Amateur athletes now have more income opportunities but need to learn the skills to save, invest and spend wisely.
August 24, 2021
Updated August 12, 2022
Article
If you move your business or primary home to another state, know the tax implications to minimize surprise state taxes.
February 22, 2021
Article
U.S. bankruptcy laws exist to help individuals and businesses get a fresh financial start.
January 20, 2021
Updated April 20, 2023
Article
Take these points into consideration before making a final decision on whether to accept or refuse a bequest.
August 19, 2020
Article
How can U.S. multinationals determine when a controlled foreign corporation’s securities or debt becomes worthless?
July 31, 2020
Article
Consider converting the IRA to a ROTH IRA in combination with an increase in your charitable contributions.
April 02, 2020
Updated August 17, 2023
Article
When you start receiving Social Security benefits, you may be surprised to learn that some of the payments may be taxed.
July 02, 2019
White Paper
2024 is a pivotal year for tax planning and legacy giving. Learn how you can take advantage of expiring tax savings.
December 06, 2024
Case Study
Episode Four moved from no confidence in its tax situation to total confidence, thanks to the right questions.
August 04, 2023
Case Study
A client gains peace of mind in a volatile market with a holistic charitable donation and wealth transfer strategy.
November 07, 2022
Checklist
Here are 11 top strategies to minimize this year’s tax liability and keep your company compliant.
June 25, 2024