Insights

When we talk about gifting as part of a tax strategy, many people assume it's something only the ultra-wealthy need to worry about. But gifting is actually one of the simplest and most powerful financial planning tools available - and a thoughtful gifting strategy can make a meaningful difference for your family, both now and in the long run.

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn't have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.

For high-income professionals locked out of traditional Roth contributions, mega Roth conversions offer a powerful alternative. By contributing after-tax dollars to fill unused space under the $72,000 annual 401(k) limit and immediately converting them to Roth, eligible savers can funnel tens of thousands annually into tax-free growth.

The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows businesses to fully deduct the cost of qualified property in the year it's placed in service, rather than depreciating it over several years.

This guide is a resource for understanding the most pressing tax issues facing private companies as 2025 closes and a new year begins. It covers important tax developments over the past year and offers practical insights and actionable planning strategies.

Discover the latest inflation-adjusted tax changes for the 2026 tax year, driven by the One, Big, Beautiful Bill Act (OBBBA). From standard deduction hikes and modified marginal tax rate thresholds to expanded credits for adoption and employer-provided childcare, these updates can significantly influence your financial planning. Delve into how these modifications could impact your taxes and optimize your strategy for the upcoming year.

Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets.

Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning.

There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.

Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can transform everyday expenses into effective wealth-building tools through educational assistance programs, healthcare accounts, and charitable giving policies. Learn how high-earning individuals and businesses can deploy these tactics to preserve more income and enhance future growth.

The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.

Discover how the groundbreaking "no tax on tips" provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.