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.

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.

Tax Strategies in the Time of COVID-19 Tax and financial advisors must engage clients over tax payment relief and planning opportunities in a down market.

How SECURE Is Your Estate Plan? Revisiting retirement and estate plans is a must under the new SECURE Act.

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.