The 2025 tax law impacts estate planning for everyone, from young professionals to retirees. Here are 10 reasons to review ...

The measure, embedded in the sprawling One Big Beautiful Bill Act currently moving through Congress, would raise the ...

Most accountants have just completed their tax season for last year's returns and are probably not thinking about their next tax season. But they should. The following is a template for a plan with ...

Tax pros also now need to report any security event affecting 500 or more people to the Federal Trade Commission no later than 30 days from the date of discovery, as well as report the incident to an ...

Estimating taxes accurately is crucial for financial planning, and using Excel templates can significantly simplify this process. ... Helps in planning tax strategies around investment activities. 7.

Harris’ plan to hike the corporate tax rate to 28% would cost 125,000 jobs, and the additional tax rise on individuals with incomes over $400,000 would cause 86,000 more jobs to be lost. 5 ...

Accounting for 100% of your client's assets will improve the financial plan. Here are 4 key tax form forensic opportunities for a financial advisor. 1. Form 1040 a. Line 2a, ...

An honest conversation can determine if your CPA is able to meet your tax planning needs, and if so, you should get prepared yourself, CPA Bruce Willey says. Kiplinger. Save up to 74%.

With proper planning, the hypothetical estate tax on a decedent’s $13.61 million estate transferred to their heirs this year would be $0.

3) Finally, tap company retirement-plan accounts and IRAs. Save Roth IRA assets for last. The Logistics of Withdrawal Sequencing. The sequence in which you tap your accounts will help you ...