While the process of adding a spouse to a deed can be relatively simple, there are some tax implications that make it more ...

There are several tax breaks you might be able to take advantage of with the new tax law. Lisa Greene-Lewis, CPA and TurboTax expert, has some tips.

Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific ...

On July 4, 2025, the One Big Beautiful Bill Act (the “OBBB”) was signed into law, introducing a broad package of policy reforms, funding reallocations, and regulatory changes set to reshape the nation ...

Operating a business on the side can give you valuable tax deductions as well as extra income. However, the Internal Revenue ...

Investing in a startup can be an exciting opportunity, but it’s important to be aware of the potential tax implications. Understanding how different types of investments work and how funding rounds ...

Getting married, changing careers, and losing a loved one are monumental life events that shape who we are. Because these moments often arrive unexpectedly, wading through the tax implications that ...

If you are one of the millions of employers who received an ERTC—Employment Retention Tax Credit—refund from the IRS, it is important that you understand the tax consequences. If you haven’t filed for ...

On this episode of The Long View, Tim Steffen, director of advanced planning for Baird, discusses Secure 2.0 Act changes, tax management strategies, retirement planning, and more. Jeff Ptak: We could ...

Maybe you live in one state and work remotely in another. You might even have a domicile in one state, but spend much of your time in another. Or you could have recently made a major move from one ...

On July 4, 2025, the federal government enacted H.R. 1, “An Act to provide for reconciliation” which is popularly known as the One Big Beautiful Bill Act (“OBBBA”). OBBBA’s 870 pages included ...