Social Media Ideas for Tax Strategies

Tax Planning for Carve-Out and Take-Private Transactions: Use of Selective Section 338 and/or 336 Elections

In carve-out transactions, especially in take-private transactions backed by private equity (PE), tax friction costs can often make or break a deal. By the same token, creative tax...

Inheritance tax strategies: A guide for tax and accounting professionals

Most conversations about wealth preparedness begin with education. Financial literacy, investment concepts, tax efficiency, and governance structures are treated as … The post Inhe...

Division 296 tax: Essential strategies for SMSF trustees and advisors

Disclaimer: This article is for informational purpos...

Why table-stakes tax planning is still elusive at many firms

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

The “Buy, Borrow, Die” Strategy: How the Wealthy Legally Avoid Taxes

Most people understand money through one lens: earn it, pay taxes on it, save what’s left, and hope the remainder compounds into something meaningful over time. That framework is n...

Five ways to avoid tax penalties in 2026

As a certified public accountant, the most common question I hear in the spring is, “How much do I actually have to pay the IRS right now?” In a perfect world, the IRS wants 90% of...

Convert tax departments into profit centers

For many taxpayers — especially those with variable, limited or short-term tax capacity — credit transferability provides a practical and effective solution.

The Tax Strategy Retirees Often Miss

Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, an...

Mostly vanity, occasionally the taxman

The new tax regime reduced last-minute tax-saving investments, but capital gains tax still influences many decisions. Learn how to avoid costly tax-driven investing.

This One Tax Move Could Save Your Company A Lot of Money

Still filing your tax returns as a "pass through" business? It may be time to change that.

Tax as deal architecture

In divestitures, tax does more than optimize a chosen structure. Tax influences whether a deal perimeter, legal entity structure, diligence story and separation plan are workable.

Six tax tips you should start thinking about now

Simple questions to ask year-round that can help you keep more of what you earn

How You Can Use Tax “Stacking” to Pay Less in Taxes and Keep More Rental Income in Your Pocket

By layering depreciation, safe harbor deductions and cost segregation strategies, real estate investors can legally reduce taxable income and significantly increase the after-tax c...

How securities-backed loans help investors avoid capital gains taxes

Merrill, BMO and Schwab are among many firms helping clients take out security-backed loans against market gains to avoid capital gains tax hits.

Sorry, Remote Workers: The U.S. Tax Man Travels With You — 8 Tax Strategies for Digital Nomads

With the right planning, digital nomads can legally reduce US tax exposure and simplify compliance while focusing on building their business and life abroad.

Trump accounts: A major advisory opportunity

For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

The estate planning 'haircut' advisors should know about

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

How to maximize your IRA according to life stage and tax bracket

In the world of financial planning, we often treat retirement accounts as static buckets. But for the savvy investor, an IRA has a life cycle that must evolve as they do. From a te...

3 strategies to try and earn money from a Stocks and Shares ISA

There is more than one way to skin a cat -- and the same is true of trying to create wealth through an ISA, as our writer explains. The post 3 strategies to try and earn money from...

How to Save Tax on Long-Term Capital Gains in India

Sold Rs 50L in mutual funds? Section 54F exempts LTCG only if you reinvest full proceeds, not just gains. See the formula and CGAS trap before the July 31 deadline

Tax-Loss Harvesting in FY2026: When Your Fund Loss Saves Tax and When It Does Not

Market losses can cut your Financial Year 2026 tax bill if used correctly. Learn how STCL and LTCL work, common mistakes to avoid, and key deadlines.

Key Tax Advantages of Owning a Business

Discover the key tax advantages of owning a business and how they can benefit your financial strategy. Learn about deductions, credits, and strategies that can help you maximize yo...

Direct Plan Migration: How to Switch Without Triggering a Tax Shock

Learn how to switch from regular mutual fund to direct mutual fund plans, manage capital gains tax, use LTCG exemptions, and maximise long-term returns.