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Podcast

November 30, 2021

17:34

Speakers: Carol Marin, Gregory Marx

Listen to our podcast to learn tax-saving steps government contractors can take before the year ends. Contact us for help with your year-end tax planning.

Alert

October 11, 2021

Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.

Podcast

September 14, 2021

08:29

Speakers: Michael G. Kirkman, Michael B. Vidal

Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ideas & actions individual taxpayers should consider now.

Article

August 12, 2021

With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.

Article

July 13, 2021

Find out more about proposed changes to gift and estate laws and how it could result in more tax on high-net-worth individuals and families.

Podcast

July 12, 2021

26:29

Speakers: Brooks E. Nelson, Sarah McGregor, Christopher J. Truitt, Barry Weins

Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Contact us for guidance on SPACs transactions.

Podcast

June 17, 2021

41:35

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry Weins

Listen to our podcast as we review Treasury’s Green Book and learn about proposed tax rate increases for corporations, individuals & capital gains.

Article

April 1, 2021

Find out more on the separation from service rule and the 10 percent tax penalty and learn how to protect your retirement savings from penalties.

Webinar Recording

January 12, 2021

Watch our webinar on exit planning and learn about insider transfers including steps to take before you plan, guiding principles to success, and more.