Publications
Treasury’s 2024-2025 Priority Guidance Plan
The 2024-2025 Priority Guidance Plan signals an aligning tax policy with economic, social, and environmental priorities. It seeks to streamline tax administration, promote taxpayer compliance, and adapt tax regulations to evolving economic landscapes. By integrating public feedback and addressing emerging challenges, the Treasury and IRS aim to create a more responsive, resilient, and inclusive tax system.
Common Client Tax Planning Problems Cheat Sheet
Although there are many new and interesting tax planning techniques, sometimes it is the tried-and-true standards that are overlooked, that may best provide the solutions to estate and income tax problems. Here is a useful list of estate planning scenarios and possible solutions.