Tax Planning After the Loss of a Spouse
The death of a spouse is, first and foremost, a profound personal loss with intense emotional and psychological impact. But it can also bring about major financial changes at a difficult time.
Charitable Contributions: The Difference Between Giving and Giving Strategically
Most people don’t think about charitable giving in tax terms.They think about the organization. The...
Estate Tax Return Filings Are Essential to Preserving Portability
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million...
Don’t Say “I Do” Without Reviewing These Tax and Financial Issues
When it comes to taxes, getting married changes more than your filing status. Combining incomes,...
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their...
Is an F Reorganization Right for Your Corporation?
When approaching a major junction in a company's life cycle—such as implementing a succession plan...
Related Business Entities Must Understand Transfer Pricing Before Crossing Borders
As businesses grow, they may decide to operate in different states or countries using related...
Employee vs. Independent Contractor: Where Businesses Get This Wrong
For many businesses, worker classification doesn’t start as a formal decision. It develops...
5 Potential Tax Breaks for Boat Owners
Do you own a boat that you use for recreation, business or perhaps a little of both? If so, you...
Claiming the QBI Deduction for Rental Real Estate
The One Big Beautiful Bill Act (OBBBA), enacted in 2025, made permanent the federal income tax...