As we think about year-end tax planning for 2024 and what may come in 2025 and beyond, it feels like everything hinges on the future of the 2017 Tax...
After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. Effective beginning in 2025, the final regulations look to whether...
With a divided Congress and the 2024 elections on the horizon, it is unlikely that we will see any major federal tax legislation in the immediate future. In turn,...
For the past two years we have prepared for the potential passage of major tax legislation. Due to razor-thin margins in Congress, however, the sweeping proposals of the Build...
As the holidays approach, you may be preparing to make gifts to charity or family. Although your primary reason for giving may be motivated by a desire to support...