FAQs about the research credit
Companies that engage in research and development activities may qualify for a federal tax credit for some of those expenses. […]
Blog
Demystifying like-kind exchanges
If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking
If you’re charitably inclined, your estate plan can benefit from a donor-advised fund
Donor-advised funds (DAFs) have become increasingly popular among individuals and families who want to simplify their charitable giving while maximizing
An ILIT has many benefits, but options are available to undo it
Life insurance can provide peace of mind. But if your estate is large enough that estate taxes are a concern,
A trust protector can help ensure that your trust will fulfill your goals
Your estate plan should be flexible enough to adapt to changing laws, family circumstances and financial situations. If it includes
How can an FLP fit into your overall estate planning strategy?
A family limited partnership (FLP) allows you to manage and protect your wealth while gradually transferring it to your children
Your post-tax-filing checklist
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a
Are you eligible for mileage deductions?
Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you can
The IRS Settlement That Should Make Every Taxpayer’s Head Spin
The Fund Was the Distraction. The Audit Shield Was the Heist. Here’s What You Need to Know. In my career
Telos: The Missing Ingredient in Strategic Planning and Tax Strategy Development Friends, here’s the deal: most strategic plans and tax