Have you ever had a client bring you a tax strategy that sounded too good to be true? Even if
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
Want information on commercial property assessment appeals instead? Read here. This tax season marks the highest property tax rates the
News headlines are making it clear that homeowners across the country are experiencing similar pains—a dramatic rise in their latest
What does it look like to operate ethically in the world of tax planning? Fortunately, the Office of Professional Responsibility
Behaving ethically should be a personal goal for every tax professional—but it is also required by law. To help guide
As 2024 kicks off, so do new legal requirements for small businesses. The Corporate Transparency Act took effect on January
In the rush to finish last year strong, small business owners may now find themselves caught off guard by the
Sometimes we don’t recognize a good thing until it is gone. For most, that is turning out to be the
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