Tax Planning Archives

Succession Planning for Your Professional Services Firm: Why Waiting Isn’t an Option

Consulting

CEO talking to her team in the office about succession planning

How New Child Savings Accounts Could Affect Your 2026 Taxes

High Net Worth

Piggy bank sitting in a crib representing new investment accounts established by the federal government for children

Case Study: Recovering $2.4 Million in Section 1202 Tax Savings After a Business Sale

IRS

New Rules Simplify Section 751 Exchange Reporting

IRS

Vehicles navigating an intricate roadway system representing partnerships dealing with Section 751 exchanges

Protecting Your Legacy: Trust and Estate Planning for Pro Athletes and Entertainers

Entertainment, Sports and Media

Image of a boat in an exotic setting representing the assets and planning needs of high-net worth individuals like entertainers and professional athletes

Case Study: Guiding an Entrepreneur Through Strategic Tax and Real Estate Planning

Cost Segregation

4 Smart Money Moves for College Athletes Navigating NIL and Revenue Sharing

Entertainment, Sports and Media

Student athlete discussing name, image, likeness (NIL) and revenue sharing options with representative

Reclaim Interest Deductions: Strategic Moves for Capital-Heavy Companies

Bonus Depreciation

Arrows, percentages, and gears representing changes in business interest deductions under the new tax law

Preparing Your Business for a Profitable Exit

Exit Planning

Vehicle exiting the highway representing a business preparing for a successful exit

100% Bonus Depreciation Returns — Are You Using the Right Strategy?

Bonus Depreciation

Arrow symbol point two separate directions on a street symbolizing the strategic choice between opting for 100% or 40% bonus depreciation

Fifth Circuit Overturns Tax Court on Limited Partner Self-Employment Tax Exemption

Financial Services

Picture of chess

Navigating the Real Estate Investment Lifecycle: A Strategic Framework for Owners and Investors

Cost Segregation

Real estate agent showing showing property to an investor