Tax planning

As the expiration of key Tax Cuts and Jobs Act provisions looms, tax pros are preparing for what could be another period of upheaval.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

What will the tax implications be for CPA clients and practice owners? Where are interest rates headed? What about inflation?

Following the Republican victory in the 2024 election, tax reform and political changes are at the forefront of every accountant's agenda.

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The Internal Revenue Service ended 2024 with new regulations on reporting cryptocurrency transactions, amendments for outdated provisions and more.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