The Inflation Reduction Act, signed into law by President Joe Biden in 2022, gave the IRS $80 billion and the ability to hire ...

Clients seek to ensure financial stability and satisfaction for those they care about. Understanding a client’s family dynamics and desire for what they wish for others that are important to them is ...

For example, stepping in to coordinate construction of a marina development or creating an ESOP structure to transition a ...

Estate tax repeal may happen! What does that mean to your planning (the answer is not to do nothing!). Your will/revocable trust may not work without estate tax formulas!

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

While work on tax responsibility has lagged behind other CSR research, evidence is mounting that paying corporate taxes has ...

A historic shift is underway—over the next 20 years, the United States will experience the largest transfer of wealth in history.

Redistribution is essential for economic justice. It is profoundly unjust that those who work for their incomes are taxed more highly than those whose income is derived from wealth. This situation is ...

In this episode of Tax Notes Talk, Tax Notes contributing editor and historian Joseph J. Thorndike discusses President ...

Investing for retirement is more important than ever. With rising inflation, Social Security in jeopardy and pensions nearly non-existent, you need to take charge of your investments. Learn More: ...

Just as the bloated level of estimates of billionaire fortunes causes us not to consider the possibility those fortunes may ...