tax planning strategies

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.

Taxes September 16, 2025 

Thanks to the new One Big Beautiful Bill Act (OBBBA), the federal estate tax exemption will hit new heights next year. And what a long, strange trip it’s been.

JD, Ken Berry, JD