New IRS guidance lowers the improvement threshold for rural Opportunity Zones and introduces enhanced tax incentives. Learn what’s changed and how investors can benefit ahead of the 2027 OZ redesignation...
Every homeowner faces an endless list of potential projects, but not all renovations are created equal when it comes to your financial bottom line. Strategic home improvements can impact not...
Affluent travelers are spending more, but with new priorities around privacy, wellness, and meaning. For business owners in hospitality, wellness, and adjacent industries, these shifts present real opportunities. Here's how...
Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning....
There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a...
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other...
Discover the latest inflation-adjusted tax changes for the 2026 tax year, driven by the One, Big, Beautiful Bill Act (OBBBA). From standard deduction hikes and modified marginal tax rate thresholds...
Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can transform everyday expenses into effective wealth-building tools through educational...