Traversing the Murky Waters of Illinois’ New Sales Tax on Leases Changes to Illinois’ sales tax on leases of tangible personal property have created a sea of anticipated and unanticipated complications.

IN PLAY: Diane L. Yetter, CPA Despite her early skeptics, this leading sales tax expert has proven she deserves a seat at any table. Now she wants to help other women do the same.

Another Attempt at ‘Leveling’ Illinois’ Sales Tax Despite the Illinois General Assembly’s latest legislative move to further level the playing field for out-of-state retailers, problems persist.

The Latest Financial Planning Trends for High-Net-Worth Clients Here are several trends personal financial planners should consider as they serve high-net-worth clients in 2025.

Estate Planning? The Benefits and Pitfalls of Gifts to SLATs With the looming sunset of the Tax Cuts and Jobs Act of 2017, Spousal Lifetime Access Trusts (SLATs) have become a very popular estate planning tool for high-net-worth taxpayers.

Roth IRA Conversion: Is It Right for High Earners? Backdoor Roth IRA conversions have become a must-consider retirement and estate planning strategy.

The Like-Kind Exchange Home Sale Strategy As home values rise, tax structuring becomes more important in how your clients sell their homes.

3 SECURE 2.0 Changes to Discuss With Financial Planning Clients To ensure your clients are set up for retirement success, familiarize them with these three SECURE 2.0 provisions to start.

Retirement Tax Planning: Common Rules Are Meant to Be Broken When it comes to tax planning for retirement income, following the “rule of thumb” isn’t always in the best interest of your clients.