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.

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.