Taxes November 19, 2025
An investment portfolio where any one stock has appreciated dramatically over the original purchase is the perfect candidate for a contribution to a charitable organization or a DAF.
Taxes October 30, 2025
Tax season doesn't have to result in a full-blown disaster. With some preparation, you can transform your business's filing season from a stressful event into a walk in the park.
OBBBA Tax Act October 23, 2025
This is one of the most confusing provisions in the tax code and clients are likely to have plenty of questions. Keep them up to date on the latest developments and offer your services, when needed.
Taxes September 23, 2025
While many accounting professionals are familiar with the benefits of a cost segregation study for investment assets acquired during life, fewer recognize the value this tool brings in the context of estate or trust administration.
Marketing September 15, 2025
By publishing timely, helpful content, your firm can attract prospects actively searching for answers and build authority in your local market.
Taxes August 5, 2025
The kiddie tax was established almost 40 years ago to prevent parents from avoiding taxes by transferring large gifts of investment assets to their children.
Taxes June 28, 2023
Form 706-GS(D-1) is used by trustees to report certain distributions from a trust that are subject to the generation-skipping transfer tax (GSTT).
Taxes June 21, 2023
By employing effective estate and tax strategies, business owners can optimize their financial legacies and minimize tax hurdles.
Taxes June 20, 2023
House Democrats’ latest proposal to expand the child tax credit includes a new feature: a $2,000 payment for newborn babies.
Small Business June 20, 2023
Among parents, nearly all (94%) want their children to forge their own path, rather than follow in their footsteps.
Taxes April 21, 2023
TD 9032 describes the procedures and requirements for making an election to have certain revocable trusts treated and taxed as part of an estate.
Taxes November 29, 2022
Under the current rules, a short-term gain on property held for a year or less is taxed at ordinary income rates topping out at 37%.