Tax planning isn’t merely about staying compliant with the law—it’s a powerful instrument for driving profitability.

The Tax Adviser—the magazine of planning, trends, and techniques—reports and explains federal tax issues to tax practitioners.

However, tax planning is not usually a service CPAs provide in depth. It’s a complex process requiring a significant time investment and an intimate understanding of a client’s situation and ...

Discover top-rated tax relief services to help you resolve tax issues, reduce debt, and avoid penalties. Learn how ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

Advice firm Oakglen Wealth has partnered with specialist investment firm Toscafund to build inheritance tax planning ...

Their planning includes retirement investing and withdrawals, tax strategies, education funding, health care and long-term care funding, debt management and other services. To earn a CFP ...