As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
The expiring tax law provides a planning dilemma and opportunity for high-net-worth households concerned about the future of federal estate taxes.
Here are some of the top tax questions asked by advisors on our recent webinar.
Most provisions of the TCJA will expire in 2025 but taxpayers still have time to plan ahead for potential higher taxes.
With the mid-term elections coming to a close with the run-off election for the Georgia Senate seat, Congress turns its attention to some must-pass bills before the end of the year. First, funding for the federal government expires on December 16, requiring Congress to pass an omnibus spending bill or continuing resolution. Additionally, lawmakers must
For some businesses, one of the most valuable tax benefits available is the deduction for qualified business income.
SECURE Act regulations, the SALT deduction, and Roth IRA strategies were among the leading tax topics raised by financial advisors at a recent webcast.