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The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

Bob Allison is the founder and CEO of PEAR Health Labs.

Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."

John McGowan is the founder and CEO of HubSync, a SaaS company with a next-generation tax and accounting automation platform created with the goal of changing how professionals work and how clients interact with CPA firms. He has over 25 years of experience driving technology innovation and investment at Deloitte and KPMG, where he served as a partner-in-charge of tax technology and global chief information officer, respectively. He holds a BSBA and a Master of Accounting from the University of North Carolina at Chapel Hill. 

Thanks to the lower threshold, the service expects to receive about 44 million 1099-Ks in 2024, up from about 14 million.

The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.

Shann M. Chaudhry, Esq. is the principal attorney and managing member at Shann M. Chaudhry, Attorney at Law, PLLC, based out of San Antonio, Texas.

He helps his clients solve complex matters related to real estate, elder law, estate planning and asset protection. Chaudhry's experience and knowledge have made him a nationally featured media source for Forbes, CNBC and U.S. News & World Report, among others.

Two tax experts share the key strategies for financial planners and tax professionals to discuss with clients in the fourth quarter.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.