The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December 31, 2025.
How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...
When it comes to stretching your savings, retirement tax planning is just as important as choosing the right investments. By carefully planning how and when you pull money from Social Security, ...
The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex ...
President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025. The OBBBA represents a significant overhaul of the U.S. tax system, making permanent many provisions of ...
A client's tax returns contain troves of useful information about their financial lives, from the obvious (e.g., the amounts and sources of their income, their household members, and their retirement ...
The increased SALT deduction cap under the One Big Beautiful Bill Act provides a powerful tool for tax and estate planning, particularly through the use of non-grantor trusts. By strategically ...
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