Tax planning

If elected, Trump would go into negotiations with Congress regarding a set of tax proposals totaling $11 trillion and counting, according to the Tax Foundation.

Kamala Harris will deliver a speech "to outline my vision for the economy." Donald Trump, meanwhile, is set to offer remarks in swing-state Georgia on a plan to lower taxes for U.S. business owners.

In his meeting, Vance touted Trump's pledges to lower taxes and argued for the Republican nominee's tariff policies.

Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.

Whoever wins, '2025 is going to be a very interesting tax legislative year.'

In a landmark decision earlier this year, the Supreme Court addressed the valuation of shares in closely held corporations for federal tax purposes.

In this installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting solutions for tax preparation.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Transfer pricing, Pillar Two, GLAM and more are important considerations.