In this article, I will address both business and individual tax-planning strategies and provide some insight on how possible legislation might affect your year-end planning decisions. Many of my ...

Protecting yourself from identity theft, VITA program, Form W-9, presidential campaign tax proposals, green card status and ...

One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

Imagine you had a sizable tax-loss to carry forward ... to any of the long-term tax planning they are doing. In particular, we want to be in communication near the end of each year, when ...

If this comes to fruition, your estate planning may need to change. Inheriting property versus other assets will mean a different tax burden for ... box and click Sign Me Up.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the ...

President-elect Donald Trump on the campaign trail laid out a broad array of ideas aimed at providing tax relief, cutting ...

However, if you have the proper knowledge and guidance, you can navigate the complexities of tax planning smoothly and ...

the default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing ...

The strategy is known as the state and local tax (SALT) workaround. Currently 36 states have a pass-through entity tax, and rules are pending in Vermont, Pennsylvania and Maine. While it ... head of ...

With the Tax Cuts And Jobs Act (TCJA) slated to sunset after next year, tax planning today looks suspiciously similar to advising when the Bush tax cuts were nearing their scheduled expiry at the ...