Tax planning

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Most Biden administration tax proposals weren't adopted by Congress, including an idea to tax the unrealized gains of billionaires.

The Internal Revenue Service ended 2024 with new regulations on reporting cryptocurrency transactions, amendments for outdated provisions and more.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

Consider this host of strategies to help clients keep more of what they earn.

Having the White House, House and Senate all in control of the same party increases the likelihood that major tax legislation can be agreed upon.

With changing tax regulations and incentives, staying informed about the latest updates is crucial for optimizing client outcomes.

When you check off 'WISP' before the December PTIN renewal deadline, it's critical to make sure your practice complies with the latest changes.