Avoiding the Top 10 Cryptocurrency Tax Traps With so many rules and nuances to consider within the cryptocurrency space, it’s no surprise that many tax clients fall victim to reporting mistakes. To prevent your clients from pointing the blame finger at you, here’s what to look out for.

Seven Tax Planning Strategies for Appreciated Assets With the sustained rise of asset valuations in recent years, managing one’s tax liability on appreciated assets is more important than ever. Here are seven smart tax planning strategies to consider with your clients.

Seven Strategies to Supersize Year-End Charitable Giving After record charitable contributions in 2020, the threat of increasing income and estate taxes should have advisors and their clients looking to maximize the tax benefits of their giving.

Why Life Insurance Needs to Be Part of Your Clients’ Estate Plans As tax exemptions are targeted, life insurance policies could offer high-net-worth individuals a different means for protecting their estates.

12 Reasons a SLAT Makes Sense Spousal lifetime access trusts can be effective and flexible solutions for married couples looking to take advantage of existing estate and gift tax laws while maintaining control of their assets.

Dissecting 2021’s Tax Proposals: What CPAs Need to Know From Biden’s ambitious legislative agenda to the bills sponsored by his Democratic colleagues, here are the most important tax proposals CPAs and their clients should be aware of.

The Seven Attributes of an Excellent Estate Executor Choosing the right executor for your or your client’s estate can be the difference between things going according to the decedent’s wishes and the estate being ransacked and depleted.

What’s New for the Next Tax Season? 2020 was a year of legislation with significant tax implications—here are the biggest changes that may impact your clients in the coming tax filing season.

10 Year-End Tax Moves to Make Now These tax tips can help improve your financial health and stimulate tax-time savings.