Articles

Close-up of a person writing calculations in a notebook with one hand while using a calculator with the other. A U.S. hundred-dollar bill lies nearby on the wooden table, suggesting a financial or budgeting task in progress.

Donor-Advised Funds Explained: Tax-Smart Giving for High-Income Professionals

Explore how donor-advised funds offer high-income professionals tax-efficient charitable giving, with strategies to maximize deductions, impact, and legacy.

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All the Tax Benefits You Need for Your Small Business

Discover essential tax strategies for tech startups, from choosing the right business structure to maximizing R&D credits, home office deductions, and retirement plans. Learn how to preserve capital and reduce liability with expert-backed planning.

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Tax Deductions vs. Tax Credits: What’s the Difference?

Understand tax credit vs tax deduction differences, how they apply to your income, and which one delivers the most value on your return.

Close-up of a tax preparation scene featuring a pen, a tax withholding document, and an envelope laid out on a desk. A dark ceramic coffee mug sits in the background, creating a calm and focused workspace atmosphere.

ISOs vs. NSOs and the Tax Implications [Updated for 2025]

Explore the differences between ISO vs NSO stock options and how each impacts your taxes, holding periods, and long-term financial planning.

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Tax Savings Tips for Startups

Discover essential tax strategies for tech startups, from choosing the right business structure to maximizing R&D credits, home office deductions, and retirement plans. Learn how to preserve capital and reduce liability with expert-backed planning.

Reversing a Roth IRA Conversion

Roth IRA conversions can offer long-term tax advantages, but they’re now irreversible. Learn how the elimination of recharacterization changed the rules—and how to plan strategically in today’s landscape.

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Understanding the Tax Implications of Acquisitions

Every acquisition comes with complex tax implications. Learn how startups and acquirers can structure deals to minimize tax liability, maximize after-tax returns, and avoid costly surprises.

U.S. Net Worth by Age: What the Data Shows [Updated for 2025]

How much wealth does it take to be above average in the U.S. today?

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Tax Advisor Weekly – April 11, 2025

This week, we start with analysis on the $4.5 trillion cost of extending the 2017 Tax Cuts and Jobs Act with discussion on its net economic impact, we have a piece revealing insights about pre-retirees showing mixed financial confidence but positive overall sentiment towards retirement years, and news regarding the offered "second and final" opportunity to accept buyout offers through April 14 for IRS employees. Additionally, we cover growing concerns about donor-advised funds primarily benefiting other DAFs rather than charities. Lastly, an update regarding a crucial Fifth Circuit case emphasizing the importance of clearly defined business components when claiming research tax credits.

Tax Advisor Weekly – April 4, 2025

In this week's newsletter, we highlight guidance on navigating property tax scenarios during business mergers and expansions, the importance of C-suite awareness regarding transfer pricing implications, and the latest on BOI reporting requirements for foreign companies despite the temporary elimination for domestic entities. We also cover the IRS Criminal Investigation unit's enhanced use of banking data in financial crime detection, and a proposed 5 percent payroll tax in Washington state that could significantly impact businesses.