People in motion in office lobby

Insights

Recent Insights

Tax Beat Podcast thumbnail

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

Tax Beat Podcast thumbnail

Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.