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August 20, 2021 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Real Estate & Construction

How Investing in Opportunity Zones Could Minimize the Impact of Gift Tax Exemption Changes

by Michael Boncher

May 21, 2021 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer

Where a Trust “Lives” Can Impact Your Fiduciary Taxes

by Rachel Roan

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 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

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

November 11, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Private Companies | State and Local Tax | Wealth Management

2020’s Top 10 Individual Tax Planning Strategies

by Laura Sefcik

September 30, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Investment Industry Tax | State and Local Tax

How Trump and Biden’s Respective Tax Plans Could Impact You


August 17, 2020 | Digital Assets | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Investment Industry Tax

The Intersection of Cryptocurrencies and Individual Taxation – Part II

by Matt Rager

April 21, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer

CARES Act Expands Benefits of Charitable Giving for Businesses and Individuals

by Cathy Lorenz

March 31, 2020 | Business Valuations | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer

3 Ownership Transition Techniques to Help Family Business Owners Find Opportunity in Today’s Market

by Josh Lefcowitz

March 28, 2020 | Federal Tax Planning & Compliance | High Net Worth & Wealth Transfer | Investment Industry Tax

IRS Expands Filing Deadline Relief to Include Gift and Generation-Skipping Transfer Returns

by Cynthia Pedersen

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