Insights

Discover year-end tax strategies for high-net-worth individuals and families, along with practical steps they can take to reduce tax bills before 2027.

Use our free 2026 year-end tax planning checklist PDF for individuals to get actionable strategies to navigate new tax provisions and prepare for 2027.

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

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

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.

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.

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.