Tax Strategies

Trump has expressed interest in reviewing options for adjusting the cap on the state and local tax deduction but is not currently advocating for a specific fix.

H&R Block is making the jolly old elf and small-business owner's tax details public for the first time.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

Consider this host of strategies to help clients keep more of what they earn.

Having the White House, House and Senate all in control of the same party increases the likelihood that major tax legislation can be agreed upon.

With changing tax regulations and incentives, staying informed about the latest updates is crucial for optimizing client outcomes.

When you check off 'WISP' before the December PTIN renewal deadline, it's critical to make sure your practice complies with the latest changes. 

A detailed look at the implications of the president-elect's tax proposals for your clients.