Think estate planning is just for the ultra-wealthy? Think again. A lot of people assume that if their estate is under the $13.99 million...

Let’s say you own several buildings in California worth $3 million, but there’s a catch - they have a very low cost basis. You’ve held...

Most people work for their money, but wealthy individuals make the tax code work for them. They’re not paying less in taxes because they...

Retirement is supposed to be your golden years - a time to relax and enjoy the fruits of your labor. But for many, it turns into a...

I always hear people say, “Once I retire, my taxes will go down.” But the truth is, for many retirees, that’s just not the case. In fact,...

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...

In October, we begin working on final income and tax projections for our clients and suggest strategies to help minimize their taxes...

When planning for retirement, Social Security benefits are a crucial part of the equation. However, there's a tax surprise that many...

As the tax filing deadline draws near, we wanted to provide you with some helpful filing tips and resources while remining you of...

Filing your taxes is never fun and we know how tricky it can be to manage such a daunting task on top of your other responsibilities....