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.

Tax Advantaged Strategies to Help Clients Plan for Long-Term Care As health care costs and life expectancy rates rise, CPAs should ensure their clients are preparing for the potential need for long-term care.

How the Inflation Reduction Act Impacts Your Climate-Conscious Clients The Inflation Reduction Act of 2022 includes significant climate-related provisions that may impact some of your tax clients. Before heading into your next busy season, here’s what you need to know.

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.