Is an Army of Auditors Coming for You?
February 23, 2023
R-E-L-A-X – New IRS funding means more employees to process returns, answer phone calls and scrutinize high-end individuals and corporations that evade taxes.
IRS Offers a New Identity-theft Shield
January 10, 2023
Protect yourself further from identity theft with the Internal Revenue Service’s new PIN code.
Top 10 Articles of 2022
December 29, 2022
As 2022 draws to a close, we’re revisiting the most popular insights of the year.
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.