News & Updates

If you’re married, ensure that you and your spouse coordinate your estate plans Estate planning can be complicated ...

4 tax challenges you may encounter if you’re retiring soon Are you getting ready to retire? If so, ...

Questions you may still have after filing your tax return If you’ve successfully filed your 2022 tax return ...

Don’t overlook these two essential estate planning strategies When it comes to estate planning, there’s no shortage of ...

The IRS clarifies what counts as qualified medical expenses If you itemize deductions on your tax return, you ...

Tax news for investors and users of cryptocurrency If you’re a crypto investor or user, you may have ...

There’s a favorable “stepped-up basis” if you inherit property A common question for people planning their estates or ...

IRS guidance coming regarding the IRA’s Clean Vehicle Credit The Inflation Reduction Act (IRA) extended and expanded the Section 30D ...

Have you planned for long-term health care expenses? No matter how diligently you prepare, your estate plan can ...

Paperwork you can toss after filing your tax return Once you file your 2022 tax return, you may ...

Breathe new life into a trust by decanting it Building flexibility into your estate plan using various strategies ...

The tax rules for donating artwork to charity If you’re an art collector, you may wonder about the ...