Big Thinking. Personal Focus.

Investment Corner with Jason & Sean: Short-Term Yields Are Attractive… But are They Deceiving? 

Learn more about how to lock in yields for the next several years.

PA Tax Credit Aggregation

Learn how the Pennsylvania Supreme Court’s decision in Zilka directly impacts Pennsylvania residents who work outside of Pennsylvania and claim credits on their Pennsylvania state and local income tax returns.

House of Representatives Approves Tax Relief for American Families and Workers Act

Learn more about the Tax Relief for American Families and Workers Act, recently approved by the House of Representatives and what it will take to pass the Senate.

IRS Modifies Position on Grantor Trust Tax Reimbursement Clauses

Read more about the CCA memorandum issued on November 28, 2023.

Investment Corner with Jason & Sean: Japanese Stock Market

Learn more about Japan’s Nikkei blowing past the 34,000 mark for the first time in over 30 years.

Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

Learn more about the proposed Tax Relief for American Families and Workers Act of 2024 and the highlights included within the Act.

Dealers Get an Extension for Time-of-Sale Reports for EVs

Learn more about the IRS-released Rev. Procedure 2023-38 that extends the three-day time period through January 16.