The budget cut plan will be made public in January. LOUISVILLE, Ky. — Major cuts, including…
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Estate and Gift Tax Planning for Your Wealth Protection
By Kimberly Pepion, Partner Estate and gift tax rules often cause confusion, and for good reasons. They’re designed…
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5 Year-End Tax Planning Actions to Take Before 2026
Passage of the One Big Beautiful Bill Act (OBBBA) changed the tax landscape, making permanent many…
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Global Assets, U.S. Persons: Cross-Border Tax Planning Mandatory
We are living in an interconnected world. Couples reside across borders, own assets in multiple countries,…
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Essential Year-End Business Tax Planning Strategies for 2025: CLA
Key insights The new tax law introduced sweeping changes to U.S. tax policy, raising the stakes…
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Your Retiree Tax Planning Checklist: 10 Moves to Make Before December 31
Put down the pumpkin pie and get ready for tax planning: These retirement tax moves could…
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