Treasury Signals Increased Scrutiny of Sophisticated Tax Investment Strategies: What High-Net-Worth Investors Should Know
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Treasury Signals Increased Scrutiny of Sophisticated Tax Investment Strategies: What High-Net-Worth Investors Should Know

Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.

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Disaster Tax Relief Just Changed: What Every Taxpayer Must Know

Disaster Tax Relief Just Changed: What Every Taxpayer Must Know

New federal disaster tax rules may affect casualty losses and wildfire relief payments. Learn what changed and who may qualify.

18 Syys 5min

Cash Is Back at the Top of the CFO Agenda — Five Numbers Business Owners Should Be Watching

Cash Is Back at the Top of the CFO Agenda — Five Numbers Business Owners Should Be Watching

A 2026 CFO survey shows cash management is a top finance priority. Here are five cash-flow metrics business owners should monitor before problems appear.

17 Syys 4min

Don't Wait Until the Last Minute: October 15 is the Extended Due Date for 2025 Individual Tax Returns

Don't Wait Until the Last Minute: October 15 is the Extended Due Date for 2025 Individual Tax Returns

The October 15, 2026 deadline is approaching for extended 2025 tax returns. Learn why early filing and complete documents matter.

16 Syys 5min

Life Insurance Tax Issues Every Taxpayer Should Know

Life Insurance Tax Issues Every Taxpayer Should Know

Learn how life insurance can affect taxes, including cash value growth, MEC rules, policy loans, life settlements, and accelerated death benefits.

13 Syys 5min

States Using Taxpayer Dollars to Fund College Sports

States Using Taxpayer Dollars to Fund College Sports

As college athletic departments face rising costs and multimillion-dollar athlete payments, some states are using tax revenue and public funds to help schools compete. Here's what's changing.

11 Syys 4min

Should You Give Your Kids Their Inheritance While You're Still Alive?

Should You Give Your Kids Their Inheritance While You're Still Alive?

A living inheritance can help children when they need it most, but large gifts can create tax and estate-planning consequences. Here’s what to consider before transferring wealth.

10 Syys 4min

New Retirement Plan Rule for Long-Term Care Premiums

New Retirement Plan Rule for Long-Term Care Premiums

A new rule may let eligible taxpayers use retirement funds to pay qualified long-term care insurance premiums without the 10% early-withdrawal penalty.

9 Syys 4min

When You Become the Family CFO

When You Become the Family CFO

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

7 Syys 5min

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