Overview of the OBBB Act: 6 More Provisions You Need to Understand

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The One Big Beautiful Bill Act signed into law by President Trump will bring substantial changes to tax law affecting many of your clients. Get a jump on understanding the new law. Here are 12 of the OBBB’s key provisions.

4 Differences Between Tax Planning and Tax Preparation

Members’ Choice runner-up: Clients and prospects are looking for help to reduce their taxes. The help they need goes well beyond tax preparation. They need tax planning. Here are four key differences between tax planning and tax preparation.

Tax Planning for Life Transitions in Retirement: 4 Key Points

Your clients preparing for retirement need to take taxes into account. You can help. Here are four more key points to consider when creating tax-minimization plans for the years of retirement.