The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

Proper tax planning is essential for managing and preserving wealth. For ultra-high-net-worth individuals and their families ...

Discover how tax umbrellas allow businesses to offset losses against future profits, reducing tax liabilities. Learn ...

Now is the time to consider how changes in tax law, along with tax-efficient investing strategies, can boost your portfolio.

Hot on the heels of the holidays is, of course, tax season. The best advice: do as the Boy Scouts do – always be prepared! Proper preparation provides a strong foundation for managing your finances ...

This article highlights five practical considerations designed to support your efforts to interpret the OB3’s impact and help ...

The Internal Revenue Service announced furloughs for nearly half its newly hired staff. According to IRS.gov, in May of 2024, the agency completed hiring nearly 30,000 new workers across audit, ...

Gelt’s new calculator helps business owners make more informed decisions around the Augusta Rule.MIAMI - January 16, ...

If there’s one thing that polls lower than Congress and broccoli, it’s taxes. Virtually no one likes paying them — especially when you’ve accumulated enough wealth to find yourself in one the higher ...

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...