Service: Private Client
House Ways and Means issues its discussion draft amendment with revenue items to offset $3.5 trillion spending package.
Senator Wyden’s recent ‘discussion draft’ legislation, if enacted, would drastically alter many of the tax rules that apply to partnerships.
IRA beneficiaries can now be stuck with a very tax-inefficient asset after the owner’s death. Learn the solution.
Family offices can strengthen backup processes and increase efficiency and scalability by implementing finance and accounting outsourcing.
A discussion on the IRS concern with non-filers and what can be done to mitigate the risk is provided in this article.