Filter Articles:

# articles
Showing
items per page
January 28, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Wealth Management

2 Ways the SECURE Act Will Impact Your Retirement Accounts

by Scott Swain

January 23, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Wealth Management

7 Key Tenets of the SECURE Act — Including the Elimination of the Stretch IRA

by Scott Swain

January 21, 2020 | Federal Tax Planning & Compliance | Private Company Audits

How a Career in Accounting Can Lead to New Opportunities

by Ron Cohen

January 13, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer

Final Regs Confirm Increased Gift and Estate Tax Exemption Will Not Be Retroactively Eliminated, Address 5 Other Areas

by Michael Boncher

January 09, 2020 | Federal Tax Planning & Compliance | Investment Industry Tax

Net Operating Losses and Charitable Deductions — How Each Determines the Other


December 30, 2019 | Federal Tax Planning & Compliance | Not-for-Profit

Relief for Not-for-Profits — Repeal of the TCJA’s Parking Tax

by Cathy Lorenz

December 20, 2019 | Federal Tax Planning & Compliance | Real Estate & Construction

Final Qualified Opportunity Zone Regulations Released

by Dave Sobochan

December 20, 2019 | Federal Tax Planning & Compliance | Real Estate & Construction

Application Process Open for New Ohio Opportunity Zone Tax Credit Program

by Jeffrey McMichael

December 18, 2019 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer

Treasury Finalizes Regulations Related to Electing Small Business Trusts to Prevent Unintended Tax Benefits

by Michael Boncher

December 17, 2019 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer

Why You May Want to Transfer Your Unused Estate Tax Exemption to Your Spouse

by Cathy Lorenz

December 11, 2019 | Federal Tax Planning & Compliance | News

How You Can Minimize Your Tax Burden Before Year-End