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Tax Planning

Money Management International Experiences Significant Growth in

Increase in Demand for Nonprofit Financial Counseling and Debt Management Assistance in 2024: MMI Reports Rise in Client Numbers and Unsecured Debt Levels The financial landscape in the United States is shifting, with more individuals and families seeking assistance for managing their debts. Money Management...

Budgeting Tips for Pet Parents: Managing Your Furry Friend’s Finances

Tips for Bringing a Pet into Your Home: Budgeting and Planning Essentials JustMoney.co.za, a platform that helps South Africans make good money choices, is advising potential pet owners to carefully plan and budget before bringing a furry friend into their homes. Bringing a pet into...

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Avoid These 7 End-of-Life Tax Planning Mistakes with Jeff Levine

Navigating Tax Planning: Avoiding Common Mistakes and Misunderstandings The 2024 Tax Planning Summit hosted by...

AI Tools in the Intersection of Wealth and Tax: A Comprehensive Overview

AI in Tax and Wealth Management: Current Applications and Future Potential Artificial intelligence is revolutionizing...

Tax Leaders Express Concerns During Election Year According to BDO Survey

Key Findings from BDO USA's 2024 Tax Strategist Survey: Concerns, Recommendations, and Trends The latest...

Tax Discussion with Ronald Flores, CEO and Founder of Curious Finance

Sophisticated Tax Planning Strategies for High Earners by Ronald Flores, CEO and Founder of...

Investors’ Guide to Tax-Efficient Investing in 2024: Essential Questions to Consider

Key Points Regarding Tax Advantages and Regulations for Charitable Giving and Retirement Accounts The world...

Preparing for Future Changes in Tax Policy, Including Capital Gains Tax

Navigating Tax Changes for Canadian Corporations and Individuals The recent changes to corporate tax laws...

What Can You Anticipate from American College’s Fresh Tax Certification Program?

American College of Financial Services Launches Tax Planning Certification Program with Over 2,000 Advisors...

New Tax Planning Certification Launched by American College

Financial Advisors Rush to Register for New Tax-Planning Certification Financial advisors are rushing to register...

The Implications for Business Owners

Supreme Court Decision Affirms IRS Position on Estate Tax Treatment of Life Insurance Proceeds:...

IRS Prevails in Tax Dispute Over Shareholders’ Life-Insurance Policies in Court

Analysis of Supreme Court Decision in Connelly v. United States In a unanimous ruling on...

How artificial intelligence and machine learning are shaping tax planning and compliance

The Rise of Artificial Intelligence in Accounting: Transforming Tax Planning and Compliance The Rise of...

Harness Wealth aims to democratize sophisticated tax planning for all

Harness Wealth Expands into Tax Advisory Space and Raises $17 Million Extension to Series...

Latest articles

Money Management International Experiences Significant Growth in

Increase in Demand for Nonprofit Financial Counseling and Debt Management Assistance in 2024: MMI...

Budgeting Tips for Pet Parents: Managing Your Furry Friend’s Finances

Tips for Bringing a Pet into Your Home: Budgeting and Planning Essentials JustMoney.co.za, a platform...

Why I Chose a Different Approach to Retirement Planning Over the FIRE Movement

Why I'm Not Embracing the FIRE Movement: Finding a Balance for Financial Independence Title: Why...

3 Things to Consider When Starting to Embrace AI in Tax and Accounting

Getting Started with AI in Tax: Understanding, Streamlining, and Preparing Data Tax and accounting professionals...