News & Insights
Taming the Tax Tangle if You’re Retiring Soon
February 13th, 2025
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Financial & Retirement Planning |
High Net Worth |
Tax |
High Net Worth
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of […]
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Inflation Reduction Act (IRA) Energy Credits for Affordable Housing
February 7th, 2025
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By Christopher Young |
Tax |
Tax Credits |
Affordable Housing
The Inflation Reduction Act (IRA) opened opportunities for businesses and entities to use tax credits to subsidize the purchase and implementation of renewable energy property. The affordable housing sector received […]
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President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?
February 7th, 2025
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Business Tax Services |
High Net Worth |
Tax |
Tax Credits |
High Net Worth
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation […]
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Many Business Tax Limits Have Increased in 2025
February 4th, 2025
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Business Tax Services |
Tax |
Small & Midsize Businesses
A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for 2025, but with inflation cooling, the increases aren’t as great as they […]
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New Changes by the IRS to Look Out for in the 2025 Filing Season
January 28th, 2025
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Business Tax Services |
Tax |
High Net Worth |
Small & Midsize Businesses
By Caroline Huffman The filing season starts January 27, 2025, and a few changes were made just in time for the start of this new season. The IRS expects more […]