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.

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.

Opportunity Zones: Hidden Gems in the Tax Cuts and Jobs Act Newly created “Opportunity Zones” may bring a breath of fresh air to the Illinois economy while giving blighted communities a badly needed boost.

How to Talk About Tax Extensions For many CPAs, tax season doesn’t end in April, which means knowing how to talk to clients about tax extensions is a must.