Tax Planning
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Number of the Day: 52.2
Sovos Fortifies U.S.- Based DBNAlliance to Enhance Seamless Global Business Networks
IRS Forms New Office to Help People Settle Their Tax Disputes More Quickly
Bipartisan Bill Would Force IRS to Fix Issues With Math Error Notices
2024 Tax Planning Tips from Grant Thornton
Recent tax changes coupled with the potential for an economic slowdown have made it even more critical for companies and individuals to make smart decisions on investments and financing.
Decoding the Difference: Tax Planning vs. Advisory
Let’s talk through how these two functions differ, and how you as a tax professional can better define them for your clients to create additional revenue streams.
Five Charitable Giving Strategies
These tips can help you spread the love even more to charities you trust while also taking advantage of different kinds of tax benefits.
IRS Raises Estate Tax Exemption Amount for 2024
A higher exemption means more estates may be exempt from the federal tax, which can save heirs from a hefty tax bill.
Why a Delaware Statutory Trust is a Viable Alternative to Debt Replacement
Using a DST would meet the debt replacement requirement in a 1031 exchange, as well as help the investor diversify their portfolio.
How Not to Let the ‘Widow’s Tax Penalty’ Blindside You
If one spouse passes away, the surviving spouse could pay nearly double the amount of income taxes. Are your clients planning for this?
Tax Benefits of 2023 Year-End Charitable Gifts
Keep this tax break in your hip pocket as the year winds down.
Four Strategies for Leftover 529 Plan Balances
Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential.