A revocable trust can be a versatile tool in your estate plan
A revocable trust (sometimes referred to as a “living trust”) is a popular estate planning tool that allows you to […]
Do you have questions about taking IRA withdrawals? We’ve got answers
Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum Distributions (RMDs) —
Can I itemize deductions on my tax return?
You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were
Taming the tax tangle if you’re retiring soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a
Financial relief for families: The benefits of the Child Tax Credit
The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new
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Likely Path for 2025 Tax Legislation
Analysis of Legislative Approaches and Potential Impact Congress faces a wonderfully tangled web for 2025 tax reforms, with the House
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The Impact of Pending Tax Legislation and Economic Uncertainty on M&A Markets in 2025
One of the niches in our advanced tax planning practice is in the area of mergers and acquisitions, so we
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The “Current Policy Baseline” Gimmick: A Legislative Accounting Trick
If you have been following along with our writings, you know we have been hyper focused on path forward for
Beneficial ownership information reporting requirements suspended for domestic reporting companies
The twisty journey of the Corporate Transparency Act’s (CTA’s) beneficial ownership information (BOI) reporting requirements has taken yet another turn.
Disaster victims may qualify for tax relief … including on amended returns
Victims of presidentially declared disasters in recent years who couldn’t previously claim a casualty loss deduction may now be able