Financial advisors must move beyond table stakes services to help clients with advanced tax planning strategies. For example, merely constructing muni bond portfolios isn’t enough anymore. Many ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. When it comes to taxes, most business owners know the basics: Write-offs, bonus depreciation ...

With many available options, the best tax approach will be comprehensive and proactive, but you can’t do it alone. You’ll need to enlist the guidance of a knowledgeable tax professional to proceed ...

Tax Expert Today, founded by Dr. Pellumb (PK) Kabashi, DBA, MBA, CES, CFE, EA, is expanding nationwide to deliver advanced tax strategies and virtual CFO services for business owners, entrepreneurs, ...

Accredited investors occupy a unique position in the U.S. tax system. The SEC defines an accredited investor as someone with a net worth exceeding $1 million (excluding their primary residence) or an ...

As taxpayers eagerly anticipate the 2024 tax season, TurboTax is proud to announce the launch of its advanced tax calculator for the upcoming tax year. TRAVERSE CITY ...

Small and medium-sized business owners can feel boxed in by the traditional tax advice and basic tax strategies that CPAs provide. These owners are often told that the best way to save on taxes is ...

As tax professionals, we need to see our role extending well beyond tax preparation. And for our high-net-worth clients, especially business owners, advanced tax strategies are crucial in managing ...

Tax relief and tax rebates are often confused. Learn how they differ, who qualifies and what each option can — and can’t — do for your taxes.