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March 03, 2021 | Federal Tax Planning & Compliance | Wealth Management

The 3 Rs for 2021: Review, Reallocate and Rebalance


February 24, 2021 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | State and Local Tax

Supercharge Your 529 Plan (Part 3): Transfer an Amazing Asset to Your Heirs

by Scott Swain

February 19, 2021 | Federal Tax Planning & Compliance | Real Estate & Construction

5 Common Questions Businesses Ask About Claiming the Employee Retention Credit

by Jonathan Williamson

February 18, 2021 | Federal Tax Planning & Compliance | Real Estate & Construction

What Options Do Real Estate Entities Have Regarding the Business Interest Expense Deduction?

by Ryan Broze

February 15, 2021 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | State and Local Tax

Supercharge Your 529 Plan (Part 2): Boosting the Tax Basis in Your 529 Plans

by Scott Swain

February 03, 2021 | Federal Tax Planning & Compliance | Private Companies

Consolidated Appropriations Act Allows 100% Meal Expense Deductibility to Aid Restaurant Industry

by Laura White

January 29, 2021 | Federal Tax Planning & Compliance | Real Estate & Construction

IRS Notice 2021-10 Extends 5 Key Deadlines for Qualified Opportunity Zone Participants

by Angel Rice

January 22, 2021 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | State and Local Tax

Supercharge Your 529 Plan (Part 1): Creating a New State Tax Deduction

by Scott Swain