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• 3 Tax-Smart Tactics for Clients With $1 Million or More in Tax-Deferred Investments

  Discover tax strategies to keep more of your $1 million investment and minimize Uncle Sam's cut.

  Tax Strategy · January 20, 2024 · By Bruce Jones
• Higher interest rates spark interest in charitable remainder trusts

  CRTs offer income and tax benefits, especially as interest rates rise.

  Estate and Wealth Transfer · January 2, 2024 · By Bruce Jones
• Decoding the Difference: Tax Planning vs. Advisory

  Understand the differences between tax planning and advisory for better client outcomes.

  For Advisors · January 2, 2024 · By Bruce Jones
• How to Get the Most Tax Benefits from a Roth IRA

  Understand Roth IRA ordering rules for tax-efficient withdrawals.

  Estate and Wealth Transfer · January 2, 2024 · By Bruce Jones
• Should You Elect to Forgo Preferential Tax Treatment on Capital Gains and Dividends?

  Evaluate the decision to forgo capital gains tax treatment for potential investment interest deductions.

  Selling a Business or Property · January 2, 2024 · By Bruce Jones
• 5 Ways to Gift Yourself Tax Savings This Holiday Season

  The Illinois CPA Society offers five money moves to create tax-time savings now and in the year ahead.

  Estate and Wealth Transfer · December 5, 2023 · By Bruce Jones
• Feel Good and Cut Taxes By Using These Five Charitable Giving Strategies

  These tips can help you spread the love even more to charities you trust.

  Estate and Wealth Transfer · November 29, 2023 · By Bruce Jones
• Tax Considerations for High-Net-Worth Individuals in 2023

  Stay ahead of 2023 tax changes affecting high-net-worth individuals and their advisors.

  Tax Policy and Markets · November 29, 2023 · By Bruce Jones
• IRS Offering Taxpayers Special Tax Credit in 2024

  Individuals earning under $36,500 can save up to $1,000 in taxes by contributing to retirement plans.

  Tax Policy and Markets · November 25, 2023 · By Bruce Jones
• IRS Delays Imposing $600 Threshold for Reporting Income From Apps

  The IRS has delayed the new $600 reporting threshold for income from third-party apps until 2025.

  Tax Policy and Markets · November 22, 2023 · By Bruce Jones
• IRS Announces Interest Rates for Underpayment of Taxes for Q1 2024

  Leverage the Tax Code for effective tax management.

  Tax Policy and Markets · November 20, 2023 · By Bruce Jones
• IRS Increases Gift and Estate Tax Exempt Limits — Here’s How Much You Can Give Without Paying

  Discover the increased gift and estate tax exempt limits for 2024, enhancing your gifting strategy.

  Estate and Wealth Transfer · November 15, 2023 · By Bruce Jones