In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice? The truth may surprise you and cost you.

Here are some key tax moves seniors should make before the April 15 tax filing deadline: ...

Experts warn that those caught could face a penalty of up to 200% of the misreported amount under Section 10(13A) of the ...

Implementing Employee Benefit Programs can be part of a contractor’s tax planning strategy. These programs include health ...

Many taxpayers miss out on the chance to lower their tax bill because they don't realize they qualify for valuable benefits.

Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key ...

There are many reasons for a business owner to develop a succession plan. It can ensure continuity and minimize disruptions, ...

Ellis emphasizes that tax planning should be constant for small-business owners and shared some tips. Ellis said that weekly ...

The first one is death and the second is taxes. Tax is a hidden expense on income that requires careful planning. As we approach the end of the financial year 2024-25, it’s important to focus on ...

While tax avoidance is legal, aggressive tax avoidance can sometimes border on tax evasion. The distinction depends on intent, transparency, and adherence to the spirit of tax laws. Tax authorities ...