Relocation

This is particularly the case for affluent residents of high-tax states, who were significantly impacted by the 2017 Tax Cuts and Jobs Act’s (TCJA) effective repeal of the state and local tax deduction (SALT). Additionally, amid the coronavirus p…

The Wealth Planning Trifecta

We find ourselves in a unique environment for wealth planning. The confluence of record low interest rates, high exemption amounts and an uncertain future for tax policy make it an important time to revisit your wealth plan.  In a new paper, we an…

Payroll FrontRunners Report

But don’t be intimidated—this Payroll Software FrontRunners report will make it easier to identify a top-rated, easy-to-use platform that checks all your desired boxes. To create this report, we analyzed thousands of Software Advice user…