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2024-25 annual tax planning guide for individuals and families

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.
Evaluating PTET elections in a post-SALT cap world

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.
IRS releases fact sheet regarding residential energy credits

IRS releases fact sheet regarding residential energy credits

A recent IRS fact sheet explains tax credits for energy efficient home improvements residential energy property.
Year-end tax planning considerations

Year-end tax planning considerations

Tax planning considerations for businesses and individuals approaching the end of 2022.
Income tax, charity and estate planning strategies for digital assets

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.