Three Strategies to Take Advantage of OBBB Changes

Three Strategies to Take Advantage of OBBB Changes

The One Big Beautiful Bill (OBBB) brought a considerable number of changes across a full spectrum…

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International Private Equity Deals: Tax Planning Strategies: CLA

International Private Equity Deals: Tax Planning Strategies: CLA

As private equity firms invest in international companies, tax considerations become increasingly complex.…

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Effective Estate Planning Strategies: CLA Wealth Advisors

Effective Estate Planning Strategies: CLA Wealth Advisors

Key insights From using exemption trusts and gifting strategies to leveraging life insurance and charitable giving,…

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3 strategies for scaling your small accounting firm

3 strategies for scaling your small accounting firm

Small accounting firms often face big challenges when it comes to scaling services. But the good…

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Estate Planning and Other Tax Strategies under the One Big Beautiful Bill Act

Estate Planning and Other Tax Strategies under the One Big Beautiful Bill Act

President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4,…

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Impact on Planning Strategies for Wealth Managers

Impact on Planning Strategies for Wealth Managers

On July 4, 2024, President Trump signed a new tax law, Section 70106 of H.R. 1,…

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