
Tax Planners Just Look At Taxes Differently
As a tax planner, do you think of the 1040 Form as your go-to diagnostic tool? The trained eye of

As a tax planner, do you think of the 1040 Form as your go-to diagnostic tool? The trained eye of

Part 2: Business Tax Provisions 2025 may have been the year that the “One Big Beautiful Bill Act” (OBBBA) was

Part 1: Individual Tax Provisions The “One Big Beautiful Bill Act” (OBBBA) was signed into law on July 4, 2025—but

Written by Julie Bonness Unison Globus You’ve planned for this. You have the technology and workflows in place. Client communications

As a proactive tax planner, you know that tax planning involves so much more than checking the compliance boxes. A

What differentiates a proactive tax planner from a reactive tax planner? A reactive tax planner typically focuses on two things:

Artificial intelligence is having a heyday that is not likely to end anytime soon. The ease with which you can

Love it or hate it, artificial intelligence seems to be here to stay. In a profession like tax planning where

As a tax professional, real investors may come to you looking for ways to mitigate taxes. They may even be

Real estate can be a lucrative investment—especially if the owners do advance planning to maximize tax savings. As a tax