Tax Planning

Do Foreign Persons Have U.S. Estate Tax Responsibilities? By Melvin Perez, CFP®

Potential Tax Efficiency through Private Placement Life Insurance By Eric P. Zeitlin

UPDATED Timing Social Security Benefits By Lee F. Hediger

Changes to the Electric Vehicle Tax Credit in 2024 By Scott Montgomery

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

IRS Sets Inflation-Adjusted Individual Tax Rates for 2024 By Kathleen Marteney, CRPC®

What is Tax-Loss Harvesting? By Todd A. Moll, CFP®, CFA