2024-25 annual tax planning guide for individuals and families
A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.
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Evaluating PTET elections in a post-SALT cap world
Effects of the PTET election after the SALT cap expires and weighing the PTET against full deduction and AMT considerations.
Income tax, charity and estate planning strategies for digital assets
Considering the income tax, charity and estate planning implications of digital assets, such as crypto, can minimize tax burden, comply with evolving regulations and pursue personal wealth goals.