Tax Planning October 28, 2026
How to Unlock Mortgage Interest Deductions for Home Improvements
Despite these crackdowns, you still may be able to deduct mortgage interest paid on a home equity loan or line of credit.
Tax Planning October 28, 2026
How to Unlock Mortgage Interest Deductions for Home Improvements
Despite these crackdowns, you still may be able to deduct mortgage interest paid on a home equity loan or line of credit.
Taxes October 27, 2026
How Year-End Tax-Loss Harvesting Helps Your April Tax Bill
Tax-loss harvesting is a strategy that potentially lowers the taxable income of investment returns held in taxable accounts.
Tax Planning October 21, 2026
How to Make More Tax-Savvy Investments
Knowing which investments to keep in and out of your taxable accounts will make your money go further.
Tax Planning October 20, 2026
Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey
A client buys a heavy SUV before Dec. 31. The federal deduction looks great, and the New York or New Jersey return is prepared as if the state follows federal. Neither state does, and they depart from federal in opposite ways.
Advisory September 17, 2026
Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
Technology August 28, 2026
April Adds Tax Planning Insights to Integrated Tax Platform for Wealth Management Firms
April announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
Accounting September 10, 2026
Archived Webcast: Own Q4: Position, Price, and Grow Your Tax Planning Advisory Practice
Learn how to position tax planning as a service clients understand and value, package and price your offering, and clearly communicate why proactive planning matters.
Advisory August 18, 2026
Tax Planning Isn’t Tax Strategy. And Neither One is a Projection
When we treat tax planning, tax strategy, and tax projections as if they're the same thing, clients get confused, our best work gets buried, and we leave high-quality, high-value work on the table.
CAS August 10, 2026
Spotting R&D Tax Credit Opportunities in Clients’ Custom AI Projects
Most AI adoption will never qualify for the research credit. The exceptions are turning up in ordinary business clients, and the evidence is hardest to assemble once the year has closed.
Financial Planning September 3, 2026 Sponsored
Archived Webcast: Estate Planning After OBBBA: Turning Theory into Practice
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
Technology June 23, 2026
Taxfyle Launches Plan, an AI-Native Tax Strategy Platform Built to Streamline RIA Tax Planning Workflow
Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow.
Nonprofit June 4, 2026
Expanded Section 4960 Rules Create New Financial Planning Challenges for Nonprofits
Executive compensation planning is becoming more closely tied to broader financial risk management.