Tax Extension for Small Businesses and Individuals


tax-filing deadline moved

We are living through an unprecedented time. As unbelievable as it was to watch America go to war for the first time in half a century, the fallout from the COVID-19 coronavirus is ...

Don’t Make These Tax Season Mistakes if You Have High Net Worth


High-net-worth individuals should work with tax advisors during tax season.

Nobody wants to make a mistake on their taxes that could lead to a lower refund or cause them to owe money, but the potential risk can be heightened for those with high net worth. ...

One-Two Punches to Conservation Easements (Part 1 of 2)


One-Two Punches to Conservation Easements

Two recent tax court decisions highlight the need for compliance-oriented planning in taxation matters. These two cases illustrate that small details make all the difference — of ...

How Highly Compensated Individuals Can Avoid Excess IRS Scrutiny


Avoiding IRS scrutiny for highly compensated individuals means understanding tax laws

If you are what the IRS considers a highly compensated employee (HCE) at your job, it’s important to understand what that means and how it can impact your finances, as well as ho ...

What You Should Know About Estate Tax Changes


If you haven’t reviewed your estate plan recently, now is the time to talk to a tax advisor.

Estate plans have long been an essential vehicle for keeping federal estate taxes low, but recent changes to tax laws surrounding estate plans make now a great time to review your ...