This tax pocket guide is an essential resource that will help you evaluate and estimate your 2025 tax obligations. It is your first step so that we can help you create a strategy to minimize taxes for the coming year, as well as develop a long-term tax strategy to benefit your retirement plan, family, and heirs.
Download the GuideStay Tuned – The 2026 Tax Pocket Guide will be released in early 2026!
The goal of minimizing tax liability likely drives a desire to discover new advantages in the tax law. If this sounds familiar to you, when planning for the upcoming tax year, a great place to start is with the basics. We can help.
As you navigate our complicated tax code, you need a partner and important information in order to make the appropriate adjustments. Our 2025 Tax Pocket Guide, which provides valuable updates and information including a chart of the most common tax rates for individuals and businesses, is a concise snapshot that provides the basics to help you start the tax planning process.
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On September 28, 2026, the Treasury Department and the IRS issued Revenue Ruling 2026-20 and Notice 2026-62. Together, the guidance targets selected exchange-traded fund (ETF) redemption structures and tax-aware investment strategies that the government believes use nonrecognition, timing or character rules to obtain tax results consistent with the purpose and proper application of those rules….
On September 16, 2026, the federal government filed its appellate brief in the case of Kwong v. United States, a closely watched case that could determine whether taxpayers may rely on COVID-19 disaster relief to revive otherwise time-barred refund claims. In seeking reversal, the government argues that the Court of Federal Claims transformed temporary disaster…
This final article in the series brings together the key elements of the return-to-provision (RTP) process. The first article examined why RTP matters, and the second outlined the core reconciliation process. This final article focuses on establishing a gold-standard RTP process by connecting reconciliation findings to current tax payable, deferred tax balances and future process…
