Tax planning

Understanding how gifted money will impact the student’s FASFA is critical.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

With the Build Back Better bill at least temporarily stalled, where does that leave research tax credits, cost segregation and energy incentives?

Uncertainty in Washington doesn't mean tax professionals can't offer clients guidance.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

A survey from Intuit Accountants indicates that tax-related planning and advisory services bring in much more than compliance services.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.