Insights

Uncover the importance of business valuations for estate and gift taxes. Explore the key elements of gift valuations, tax benefits and more in our guide.

Learn how the 2025 OBBBA tax law impacts individuals, trusts, and estates, and explore year-end strategies to maximize tax savings and minimize liability.

Learn how the 2025 tax reform impacts business tax planning, with updates on SALT deduction caps, executive compensation, and loss limitations.

Review key estate and gift tax shifts, including the new $15M exclusion and planning tips for wealthy families after the 2025 tax reform bill.

Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.

Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.

Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.

Learn how the 2025 tax reform impacts professional services firms with changes to Section 199A deductions, R&D and Section 179 expensing.

Learn how the new Ways and Means tax framework affects TCJA provisions, bonus depreciation and research expensing through 2029.

In 2025, the federal estate tax exemption is $13.99M per individual ($27.98M per married couple). Learn how TCJA’s expiration could affect this limit.