News & Insights

As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the […]

Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups […]

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]

An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement […]