Tax planning

Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.

Whoever wins, '2025 is going to be a very interesting tax legislative year.'

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

Harris economic proposals envision tax cuts and subsidies

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.

Unsurprisingly, six of the top 10 costliest destinations are in California.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.