Grandma and Grandpa May Hold the Key to the American Dream
December 14, 2022
How to unlock the American Dream for your kids and grandkids.
2022 Year-End Tax Planning Reminders
December 8, 2022
Ways to take advantage of current conditions to make your real wealth work harder for you.
Giving Tuesday: Bunching Charitable Gifts
November 29, 2022
Using a donor-advised fund for tax-smart charitable giving.
Wealthy Homeowners Can Cash In on Going Green
November 10, 2022
New U.S. law creates tax breaks for consumers, including the wealthy, who take on energy-efficient home improvements.
IRS Warns of Refund Delays
February 3, 2022
Your tax refund from the IRS will probably be late this year. Here’s why and what you should do to get it faster.
Top Ten Articles of 2021
December 28, 2021
Thank you to our community of clients, partners, and interested readers. These were the posts you enjoyed the most this year.
As New Year Rings In, Congress Muting Most Proposed Hikes
December 23, 2021
Expected tax increases on richest Americans mostly toned down as Build Back Better Act slowly marches through halls of U.S. Capitol.
Federal Proposal Would Place Audit Target on High Earners’ Backs
October 5, 2021
If you earn $400,000 a year, beware—a tax proposal now before Congress would increase your risk of an IRS audit.
Potential Biden-Proposed Tax Changes Becoming Clearer
September 23, 2021
Consider proactive steps even though final tax policy is still uncertain.
Biden Budget Targets Companies, Wealthiest Americans
June 24, 2021
The Biden Administration’s 2022 budget proposes increasing the tax burden on corporations and individuals earning over $452,700 a year. Here’s a summary.