"Turning Complexity into Confidence."

Navigating the 2025 TCJA Expirations: Key Tax Changes Ahead
2025-01-26 15:23 Navigating the 2025 TCJA Expirations: Key Tax Changes Ahead   The Tax Cuts and Jobs Act (TCJA) of 2017 transformed the U.S. tax code, but many of its provisions are set to expire or change after 2025...
IRS IDENTITY PROPECTION PIN
2024-08-21 14:49 IRS IDENTITY PROPECTION PIN   In today’s increasingly digital world, protecting yourself against identity theft has never been more important. To address this growing concern, the Internal Revenue S...
WHAT ARE GRATS
2023-11-09 21:44 WHAT ARE GRATS   General Overview The "freeze" strategy aims to fix the estate's asset value for tax purposes by locking in the value at the time of the gift, capping future estate tax on the a...
IRS AUDITS
2023-07-11 21:11 IRS AUDITS   What is the Examiniation (Audit) Process? An IRS Examination is a process of reviewing and examining a taxpayer's accounts and financial information to determine whether the total amou...