With the Tax Cuts and Jobs Act set to expire in 2025, there's a $7 MILLION dollar opportunity that could be at risk of vanishing. For...

Are you worried about your spouse or family’s financial security after you’re gone?  Or maybe you’re thinking about protecting your...

Lifetime asset transfers play a vital role in estate and legacy planning, helping you achieve three key goals: Freeze your gross estate...

Last week, I covered some common and lesser-known IRS red flags that can trigger audits for individuals . If you haven’t read it, check...

Earlier this year, the IRS announced updates to its Strategic Operating Plan , revealing a significant increase in audits over the next...