The clock is ticking on year-end tax planning. Here are some steps to take now to lower your tax bill before filing next ...

It’s commonplace to focus on tax savings in early spring as Tax Day approaches in mid-April, but how often do you think about them otherwise? If your answer is “not much,” consider making a change.

The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As the year-end approaches, it offers a strategic opportunity for individuals ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The One Big Beautiful Bill Act of 2025 introduces significant changes to ...

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

If you are like our clients whom we call Midwestern Millionaires — hardworking, frugal, diligent savers — the One Big Beautiful Bill (OBBB) is a hot topic right now. While OBBB might seem like just ...

Certified financial planners command a lot of knowledge about taxes, but many of them could be afraid of crossing into professional areas that are outside of their field of qualified expertise.