-
Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an unneeded life insurance death benefit.
October 20
The TOLI Center East -
The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
September 17 -
Substantial presence; not in the floor but in ourselves; confusion and complexity; and other highlights from our favorite tax bloggers.
September 16
-
Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.
August 18 -
The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.
August 14 -
OBBBA and gambling; a billing lesson from bookkeeping; BOI 2.0; and other highlights from our favorite tax bloggers.
July 15
-
While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.
June 16 -
Senate Republican Leader John Thune has been a vocal critic of the 40% estate tax paid by the wealthiest U.S. individuals when they die.
June 4 -
No more paper checks; death and tax debt; the perfect time to onboard software; and other highlights from our favorite tax bloggers.
May 20
-
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4





