Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can ...

As 2026 tax season starts, CPAs warn many businesses have already locked in tax outcomes through early financial ...

Landing in a higher tax bracket can feel like a penalty for earning more, but it doesn't have to be inevitable. With the ...

The strategy, known as tax-loss harvesting, is selling losing assets from a brokerage account to offset other investing gains to lower taxes. Losses are typically used to offset gains, such as those ...

The Internal Revenue Service announced furloughs for nearly half its newly hired staff. According to IRS.gov, in May of 2024, the agency completed hiring nearly 30,000 new workers across audit, ...

Yates is known for tackling complex returns, including multi-state filings and challenging tax situations. Judy makes ...

According to Chuck Oliver, CEO of The Hidden Wealth Solution, tax planning should not be treated as an afterthought to investment management. Instead, it should serve as the structural foundation of a ...

Behavioral economist Alex Smith thinks we spend too much time fretting about this year's taxes, and too little planning for next year.

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...