News & Insights
6 Tax-Free Income Opportunities
September 6th, 2024
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Tax
Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities to put money in your pocket without current federal income […]
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Federal Court Rejects FTC’s Noncompete Agreement Ban
September 4th, 2024
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Tax
In April 2024, the Federal Trade Commission (FTC) approved a final rule prohibiting most noncompete agreements with employees. The ban was scheduled to take effect on September 4, 2024, but ran into […]
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Understanding Taxes on Real Estate Gains
August 21st, 2024
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Tax
Let’s say you own real estate that has been held for more than one year and is sold for a taxable gain. Perhaps this gain comes from indirect ownership of […]
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Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
August 20th, 2024
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By Kevin Todd |
Estate Planning |
Tax |
Wealth Management
By: Kevin Todd, CPA, EA, USTCP, Senior Manager Overview of the Tax Cuts and Jobs Act (TCJA) Expiration Many of the legislative tax rules we have come to know under […]
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The Possible Tax Landscape for Businesses in the Future
August 8th, 2024
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Tax
Get ready: The upcoming presidential and congressional elections may significantly alter the tax landscape for businesses in the United States. The reason has to do with a tax law that’s […]