IRS Offers a New Identity-theft Shield
Protect yourself further from identity theft with the Internal Revenue Service’s new PIN code.
Top 10 Articles of 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
How to unlock the American Dream for your kids and grandkids.
2022 Year-End Tax Planning Reminders
Ways to take advantage of current conditions to make your real wealth work harder for you.
Giving Tuesday: Bunching Charitable Gifts
Using a donor-advised fund for tax-smart charitable giving.
Wealthy Homeowners Can Cash In on Going Green
New U.S. law creates tax breaks for consumers, including the wealthy, who take on energy-efficient home improvements.
IRS Warns of Refund Delays
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
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
Expected tax increases on richest Americans mostly toned down as Build Back Better Act slowly marches through halls of U.S. Capitol.
Federal Proposal Would Place Audit Target on High Earners’ Backs
If you earn $400,000 a year, beware—a tax proposal now before Congress would increase your risk of an IRS audit.