Financial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously ...

The U.S. market gained more than 25% for the year to date through mid-December 2024. That’s a healthy showing by any measure.

But when it's time to do taxes, it turns out a high wage income can be cumbersome, according to financial advisers. In fact, a big income on a W2 form can be "the worst tax deal in America," as ...

Navigate the complexities of business transitions with expert guidance on setting clear goals and executing a strategic plan.

Prepare yourself — and your business — so that you never think of saying “If I had only known” regarding this life-changing ...

2024 brought a variety of ups and downs to the U.S. stock market, job market, and individuals' pocketbooks and financial plans.

In this episode of Tax Notes Talk, Tony Santiago, founder and president of TaxSearch Inc., discusses the future of tax ...