Should you own assets jointly with an adult child?
Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to […]
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Before claiming a charitable deduction for 2025, make sure you can substantiate it
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you
More individuals with disabilities will be eligible for tax-advantaged ABLE accounts in 2026
Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability that’s similar
If you’re married, should you file jointly or separately?
Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What
The Secret Weapon in Your M&A Arsenal: How Selling Personal Goodwill Can Save You Millions at Closing
Friends, let me tell you about the most underutilized and frankly, most misunderstood tax strategy in a business sale. I’ve
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Puerto Rico Trusts: Protecting Act 60 Tax Advantages While Managing Estate Tax Liability — The Do’s, Don’ts & Pitfalls to Avoid
The Setup: Two Incredible Opportunities That Can Sabotage Each Other Friends, let’s talk about one of the most elegant, and
The M&A Tax Cage Match: Section 338(h)(10) vs. the F Reorganization — Which Deal Structure Wins for YOUR Exit?
Friends, let me set the scene. You’ve built something extraordinary. A $20M, $40M, maybe $75M business or more. Private equity
Section 721: The Tax-Deferred Powerhouse Every M&A Player Needs to Understand (And a Few Ways to Blow It Up)
Friends, let me tell you about one of the most elegant and most misunderstood provisions in the entire Internal Revenue
Tax filing FAQs for individuals
The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the
The 2025 SALT deduction cap increase might save you substantial taxes
If you pay more than $10,000 in state and local taxes (SALT), a provision of the One Big Beautiful Bill