Part 3: Tax Planning for the OBBB: How the New Tax Act Can Benefit Individuals
Headlines announcing the details of the “One Big Beautiful Bill” (OBBB) have started to subside. Whether it’s news fatigue or
Category: Individual Strategies
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Recent blogs
Tax Planning for Student Athletes: Working with NIL Collectives
When you think of up-and-coming business opportunities, you likely don’t think of student athletes. As a result of recent court
Tax Planning for Student Athletes: Entity Selection as a Tax Strategy
In recent years, college athletes at NCAA Division I schools are faced with a new opportunity: turning their burgeoning sports
Tax Avoidance vs. Tax Evasion: How to Evaluate the Legitimacy of a Tax Strategy
Have you ever had a client bring you a tax strategy that sounded too good to be true? Even if
Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
Should Tax Planners Work with Family Offices? How Family Offices Work
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
Helping Homeowners Lower Their Property Tax Bills: How to Appeal an Assessment
Want information on commercial property assessment appeals instead? Read here. This tax season marks the highest property tax rates the
Helping Homeowners Lower Their Property Tax Bills: Look for Signs of an Over-Assessment
News headlines are making it clear that homeowners across the country are experiencing similar pains—a dramatic rise in their latest
Ethical Issues in Tax Planning: Conflicts of Interest
What does it look like to operate ethically in the world of tax planning? Fortunately, the Office of Professional Responsibility
Ethical Issues in Tax Planning: Unauthorized Practice of Law and Competence
Behaving ethically should be a personal goal for every tax professional—but it is also required by law. To help guide
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