As retirement planning grows increasingly complex, sophisticated investors and their financial advisors are seeking advanced strategies to maximize capital preservation and minimize tax liabilities. One

The Internal Revenue Service (IRS) on Thursday announced the 2026 benefit and contribution limits for qualified retirement plans, including contribution maximums for Section 401(k) plans

OBBBA signed into law on July 4, 2025, introduces major tax changes for individuals and businesses, including new deductions and permanent extensions of prior tax

President Donald Trump’s so-called “big beautiful bill” will temporarily raise the cap on the federal deduction for state and local taxes (SALT) from $10,000 to

Understanding whether your child needs to file a tax return depends on the type and amount of income they earn, and whether they qualify as

Individual Key Tax Provisions Tax Provision Current Law House Bill Senate Bill (Approved by House) Individual Income Tax Rates TCJA rates expire after 2025; seven

A well-crafted estate plan ensures your wealth reaches your intended beneficiaries—not the IRS. If you’re looking to transfer assets efficiently while retaining financial control, an

C corporations are generally subject to double taxation: once at the corporate level when income is earned, and again at the shareholder level when that

In June 2024, the U.S. Supreme Court issued a unanimous decision in Connelly v. United States, a case with far-reaching consequences for business owners—especially those