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Tax Alert

IRS updates Frequently Asked Questions policy

IRS changes FAQ policy regarding new tax legislation and offers reliance on FAQs as reasonable cause defense to accuracy-related penalties.

  • Solodchikova, Alina
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Recorded Webcast

Tax policy impacts on wealthy individuals

Explore the potential impacts of House-proposed tax changes on wealthy and high-income individuals and strategies to lessen the effects.











White Paper

Succession planning using retirement plans

Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.

  • Bushman, Anne
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Insight Article

Owner Readiness for Business Succession

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.

  • Jensen, Bob
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