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Why NIIT Becomes a Bigger Problem at Exit Than Most Owners Expect

Why NIIT Becomes a Bigger Problem at Exit Than Most Owners Expect

By Joseph Burnett, CPA September 28, 2026

Trump Accounts: Understand the Gift Tax Safe Harbor Rules Before You Contribute

Trump Accounts: Understand the Gift Tax Safe Harbor Rules Before You Contribute

By Nicolas Surprenant, MSA September 24, 2026

Intentionally Defective Grantor Trusts: Why “Defective” Can Be a Smart Estate Strategy

Intentionally Defective Grantor Trusts: Why “Defective” Can Be a Smart Estate Strategy

By John Lefrancois, Jr., CPA, MBA September 22, 2026

October 15 FBAR Deadline Extension Is Approaching: What Filers Need to Know

October 15 FBAR Deadline Extension Is Approaching: What Filers Need to Know

By Kristen Howze, CFP, EA September 17, 2026

Congress Signs Federal Disaster Tax Relief Certainty Act: What You Need to Know

Congress Signs Federal Disaster Tax Relief Certainty Act: What You Need to Know

By Laura Yalanis, CPA, MST September 15, 2026

Inherited a Loved One’s Debts? What Heirs Actually Need to Pay

Inherited a Loved One’s Debts? What Heirs Actually Need to Pay

By David Desmarais, CPA, PFS, MST, MBA, AEP® September 14, 2026