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
Category: Individual Strategies
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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
Amplifying Your Value to Small Business Tax Clients: Answering FAQs about the New Beneficial Ownership Information Requirement
As 2024 kicks off, so do new legal requirements for small businesses. The Corporate Transparency Act took effect on January
Amplifying Your Value to Small Business Tax Clients: Advising on the New Beneficial Ownership Information Requirement
In the rush to finish last year strong, small business owners may now find themselves caught off guard by the
Qualified Opportunity Funds – A Once in a Generation Tax Incentive to Grow Wealth
Sometimes we don’t recognize a good thing until it is gone. For most, that is turning out to be the
Tax Planning for Retirement Income: Implementing the Bucket Strategy
As you begin working with taxpayers to plan out their cash flow for retirement, you will want to advise them
Tax Planning for Retirement Income: Strategies for Generating Cash
As people plan for retirement, they rarely take into consideration the tax implications. What taxpayers may not realize is that
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