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.

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.

Feeling Blue: What to Expect in 2021 Here’s what CPAs and financial planners should keep in mind as we kick off 2021 with Democratic majorities in the House and Senate and a new president in the White House.

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.

Year-End Tax Planning With the Senate in the Balance In the final days of 2020, here are some tips on planning for 2021 when control of the Senate is yet to be determined.