Jeff Stimpson

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Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

Employee Stock Ownership Plans In IRS Crosshairs

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Despite the scrutiny, however, advisors say it remains a good option for businesses.

What Tax Preparers Want From Clients' Advisors

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It's important that advisors and tax professionals work well together for the sake of the client.

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Wealthy clients have had their hands full with tax considerations this year, including recent law changes and the sunsetting of many provisions of the Tax Cuts and Jobs Act (TCJA) at the end of...

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

How To Help Wealthy Clients Replace A Tax Preparer

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A national wave of retiring CPAs means that clients have to be careful about whom they hire, advisors say.

How To Help Clients Manage Taxes After A Business Sale

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Advisors preach patience when clients expect hefty capital gains from selling a business.

How Wealthy Clients Can Prepare For Losing A Tax Preparer

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A national retirement wave of CPAs means that clients have to be careful about whom they hire, advisors say.

SECURE 2.0 Changes To Catch-Up Contribution Rules Drawing Near

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The changes could provide clients with significant savings, advisors say.

A Tax Trap Awaits Affluent Clients Seeking Income

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The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.

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