“There are two valuable credits that the IRS reports one out of five people miss every year. The Earned Income Tax Credit is ...

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

Most Employee Stock Ownership Plans (ESOP) participants transfer their company stock to a traditional IRA starting around age ...

Super rich people may avoid paying more than $160 billion in taxes every year, the Treasury says. Here are six strategies they use to do that.

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner ...

Tax scammers may try to reach you in a number of different ways — from lookalike emails, texts or phone calls impersonating ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial ...

Recipients include public sector employees such as teachers, firefighters and police officers in some states, as well as some ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

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

Inheritance tax planning services focused on investing in Aim shares have long been available to clients, but Tayler feels the quality of the investment decisions made has been poor. He said many ...