Determining a Partner’s Interest in an Investment Fund Partnership When an Allocation Lacks Substantial Economic Effect

Tax Strategist Insight Many investment fund partnership agreements include income and loss...

Now what? Assessing the likely tax impacts of the 2024 election

President-Elect Donald Trump will return to the White House in 2025 — a year that already was...

How the U.S. election changes the outlook for taxes

How the U.S. election changes the outlook for taxes The outcome of the November 5 election is...

How much can you contribute to your retirement plan in 2025? The IRS just revealed the answer

The IRS has issued its 2025 inflation-adjusted contribution amounts for retirement plans in Notice...

How will the 2025 inflation adjustment numbers affect your year-end tax planning?

The IRS has issued its 2025 inflation adjustment numbers for more than 60 tax provisions in Revenue...

Audit Firm Business Models – What Audit Committees May Want to Know

As the audit profession continues to evolve to satisfy changing business needs while prioritizing...

Succession Planning for Your Business? Consider These Six Ways to Lean on Your Tax Accountant as a Trusted Advisor

The journey from founding a company to successfully handing over the reins involves navigating a...

Ease the Financial Pain of Natural Disasters with Tax Relief

Hurricane Milton has caused catastrophic damage to many parts of Florida. Less than two weeks...

Financial Forecast Considerations When Selling to an Employee Stock Ownership Plan (ESOP)

The efficacy of structuring corporate transactions, especially in the context of an ESOP, is...

Taxes take center stage in the 2024 presidential campaign

Early voting for the 2024 election has already kicked off in some states, but voters are still...