by
Martin M. Shenkman
These tips will help clients and win over attorneys as referral sources.
by
Eric L. Reiner
Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?
by
Paul R. Samuelson
You must ask clients with excess IRA assets about where they want their money to go.
by
Ben Mattlin
Annuities are coming to defined contribution plans, but are they right for every client?
by
Jeff Stimpson
Tax planners are bracing for the IRS to scrutinize how businesses report transfer pricing.
by
Jeff Stimpson
Advisors can use prior year taxes as a starting point to gather information and focus on anything new in 2022.
by
Laura Davison
Now perhaps more than ever, that message might not resonate.
by
Noah Buhayar
DAFs allow donors to get an upfront tax break and then are used to administer grants.
by
Jeff Stimpson
Taxpayers are often unaware that the IRS appeals process can be the best way to resolve a tax dispute, advisors say.
by
Paulina Cachero
Everything you need to know about the annual inflation adjustments to taxes in 2023, according to experts.
by
Tracey Longo
The new limits impact income, estate and gift taxes.
by
Laura Davison
Democrats and Republicans are both seeking a tax win before the midterms.
by
Jeff Stimpson
The clock is ticking for the implementation of tax strategies for cash-rich clients.
by
Rajesh Nakadi
In a new era of volatility, wealthy investors are adopting tax-managed equity as their core passive investing approach.
by
Marvis Gutierrez
Cities expect a 2.5% year-over-year decline in sales-tax receipts for the fiscal year 2022.
by
Jeff Stimpson
Business owners can amend tax returns to take advantage of the Employee Retention Credit.
by
Tracey Longo
Choosing New Jersey would have cost wide receiver Tyreek Hill nearly $3 million more annually.
by
Jeff Stimpson
Tax planners are bracing for the IRS to scrutinize how businesses report transfer pricing.
