News and Updates

Top 10 Tax Breaks for Military Service Members

Active duty service members, veterans and their families deserve our gratitude for their sacrifices...

Cutting the Kiddie Tax Down to Size

Despite its name, the "kiddie tax" is anything but child's play. If you're not careful, this...

Address Digital Assets in Your Estate Plan

Today, almost everyone owns some sort of digital asset—and some of these assets can be quite...

Are Your Social Security Benefits Taxable?

Many retirees have seen their Social Security benefits increase in 2023 due to a cost-of-living...

Estimating the Value of Your Business Today

Proactive business owners always have an eye on the future. And part of that preparedness means...

Do You Owe SE Tax on Home Rental Income?

If you rent out a second home—or part of your main residence—you may be unclear about whether you...

How Newlyweds Can Maximize the Home Sale Gain Exclusion

Whether you're getting married for the first or fifth time, it's common for one spouse (or both) to...

Rising Rates Add to the Appeal of CRTs

If you're philanthropically inclined, have you considered establishing a charitable remainder trust...

Ways to Secure Your Estate Plan

Estate planning isn't just for the rich and famous. For example, you may have family heirlooms...

Investor Alert: Tax Impact of Gyrating Markets

The stock markets have experienced significant volatility over the last year, causing many...