Accounting & Tax Planning
The Best S Corporation, Limited Liability, and Partnership Update (Surgent Self-Study)
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Accounting & Tax Planning
The Best S Corporation, Limited Liability, and Partnership Update (Surgent Webinar)
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Accounting & Tax Planning
The Effects of the Tax Cuts and Jobs Act on Small Businesses (Journal Article)
This article appeared in the January 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
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Accounting & Tax Planning
The Mathematics of SECURE—Where the Tax Law and Economics Collide (LISI e-Book)
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Accounting & Tax Planning
The New Tax Act: Why Clients Need to Review Their Estate Plan Immediately (Journal Article)
This article appeared in the July 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
The Next Decade for Business Following Tax Reform (Surgent Webinar)
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Accounting & Tax Planning
Three Ways the Tax Code Helps Low- and Moderate-Income Clients (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Top 10 Celebrity Estate Mistakes and How to Avoid Them (Surgent Webinar)
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Accounting & Tax Planning
Understanding the Federal Gift Tax: 2021 Edition (LISI e-Book)
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Accounting & Tax Planning
Updated PowerPoint Decks that Advisors Can Use (LISI PPT and On-Demand)
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Accounting & Tax Planning
Time will tell if Regulation Best Interest (Regulation BI) really helps provide clarity for the profession and clients. However it is already very clear that Regulation BI does not respect the history, nor advance the strong legacy, of looking out for a client’s best interest under the fiduciary duty of loyalty. Author: James Pasztor, MSF, [...]