Find News, Insights, & Resources

Looking for something else? 

Search Again

  • Content Category

  • Content Type

Key Provisions of the Inflation Reduction Act of 2022

Congress has officially passed the Inflation Reduction Act of 2022 and the President will be signing the bill soon. Find the key provisions of this bill that could impact you and your organization.

Read More

The GST tax and your estate plan: What you need to know

The generation-skipping transfer (GST) tax is among the harshest and most complex in the tax code. So, if you’re planning to share some of your wealth with your grandchildren or great grandchildren — or if your estate plan is likely to benefit these generations — it’s critical to consider and plan for the GST tax.

Read More

Toyota Electric Vehicle Credit Phaseout

Toyota is the latest auto manufacturer to sell enough plug-in electric vehicles to trigger a gradual phaseout of federal tax incentives for specified models sold in the U.S.

Read More

A Living Will Can Help Ensure Your Last Medical Wishes are Carried Out

The terms “last will and testament” and “living will” may sound similar, but, in fact, they’re not at all similar. The latter is an important estate planning document that details your medical wishes should you become incapacitated.

Read More

Immediate R&D Expensing Is No More: What Does This Mean for Your Business?

,

The research and development (R&D) tax credit has long served as an incentive for business owners to invest in R&D efforts. Recently, however, one of its most advantageous benefits disappeared. Here’s what you should know.

Read More

IRS Launches “Authenticated” Voice Bots

The next time you contact the IRS by phone, it’s likely that you’ll end up speaking to a voice bot. The IRS launched “authenticated” voice bots this year, and they’re now operating at 100% capacity.

Read More

Summertime Tax Topics

The IRS reminds taxpayers of some of the summer activities that may impact next year’s return.

Read More

An Update on the Enhancing American Retirement Now (EARN) Act

The SECURE Act 2.0 bill has taken another step closer to becoming law. On June 22, the Senate Finance Committee unanimously approved its version of the bill, now dubbed the Enhancing American Retirement Now (EARN) Act.

Read More

The Electric Vehicle Tax Credit

Leading electric automakers have asked Congressional leaders to give all electric car and light truck buyers a tax credit of up to $7,500, saying they believe “a sunset date set for a time when the EV market is more mature” makes good economic and environmental sense.

Read More

The HSA: A healthy supplement to your wealth-building regimen

In addition to helping to reduce health care costs, a Health Savings Account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs.

Read More