Who wouldn’t want to drop their tax rate by over 15% simply by setting up a new company and moving some money around?

The Hidden Consequences of S Corporations and Rental Real Estate

How do financial planners make money?

“Tax blueprint” or tax trap?

Did taxes just get easier? How ChatGPT4 and other AI may make taxes less…taxing.

If you’re sitting on stock that’s increased in value, donate the stock rather than cash for an added tax benefit.

If we give it any thought at all, we expect our disability policies to kick in if we can’t work. But are we truly covered?

Tax strategy “influencers” claim they can quickly teach aspiring tax professionals how to save their clients meaningful tax dollars. But can they?

There’s a lot of talk about a “fair tax”. What is it? Is it truly “fair”?

You may be operating your organization as if it’s a non-profit, but does it ACTUALLY have non-profit status with the IRS? Make sure you have this documented.

Estate planning is for everyone. Yes, you.

Going to social media for tax advice? Hey, it’s not a bad place to start. Just…be careful.

The SECURE Act 2.0 makes many changes to retirement plans. One change is required minimum distributions being pushed out.

Many of our clients make estimated tax payments. Part of our job is to help them determine when to make these payments and how much to pay. What are estimated taxes and how do they apply to you?

Be careful asking tax questions to chat bots. At least for now.

Donor-advised funds (DAFs) are a commonly-used tool for tax-efficient charitable giving. Here’s how to not screw up your donor-advised fund contribution.

IRS notice in the mail? Prompt, thoughtful action will maximize the odds that your situation is resolved as quickly and painlessly as possible.

Leaving assets to your heirs? If not done tax-efficiently, they may get much less than they otherwise could.

The tax consequences of a cash gift depend on the recipient.

No, your trust doesn’t let you deduct everything and other trust misconceptions