Tax Strategies

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

The deferral clock runs from the date the gain occurred. Clients sitting on capital gains from this year's liquidity events need a plan this quarter.

An exchange-traded fund strategy that delivers Treasury bill-like returns with lower taxes is getting a fresh boost.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

Plus, Acculink CPA announces free IRS Notice Decoder; AuditDashboard releases Collaborative Scheduling; and other accounting tech news and updates.

Questions continue to arise as to whether some student athlete NIL compensation should be treated as wages subject to withholding.

The IRS has created a new Office of Conservation Easements and plans to change the process for settling disputed claims for the lucrative tax breaks.

The Internal Revenue Service has updated the questions and answers in its fact sheet on the new overtime deduction under the One Big Beautiful Bill Act, now known as the Working Families Tax Cuts.

With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.