What Can the SECURE Act Do for You? Legislation aimed at revving up retirement savings in America offers new opportunities for employers, employees, and advisors alike.

The Strategy Behind Philanthropy Facilitating the evolution from charitable donor to philanthropist could be one of the most satisfying things you do for your clients.

How to Tally Up Some Savings During the 12 Days of Tax-Mas As you’re counting down the days of the holiday season, count on these year-end tax planning strategies to make your tax season just as merry.

What Small Businesses Need to Know About Illinois Secure Choice Companies with 25-99 employees must decide whether to opt for a state-mandated retirement plan or private alternative.

IRS Makes Major Change to Cryptocurrency Taxation The agency’s guidance remains cryptic, but crypto-to-crypto exchanges are now definitely classed as taxable events.

The Secret to Earning Lifelong Clients Finance professionals must invest in achieving their clients’ goals if they want to be their most valued—not just their most trusted—advisors.

Expanding Real Estate ROI With 1031 Exchanges Property owners and real estate investors—and their advisors—have a lot to gain by diving into 1031 exchanges, DSTs, and the Internal Revenue Code.

Can Secure Choice Secure Illinoisans’ Retirements? As America’s savings crisis persists, Illinois acts to move employers and employees toward secure savings habits.

Inheriting Heirs: How to Hold on to a Client’s Family or Survivors CPAs often discuss their firm’s succession plans, but what about the smooth succession of your long-time client’s business to their heirs, business partners, and other beneficiaries?