Texas Advisor Pleads Guilty to Defrauding Clients
A San Antonio-based financial advisor and radio broadcaster faces decades in prison after pleading guilty...
2026
Can I Deduct Student Loan Interest? What Gen Z Needs to Know
Key takeaways Depending on your income, you may be able to reduce your taxable income...
21st Century Taxation: OBBBA H.R. 1
I find it helpful in understanding changes to Code sections to use track changes to...
How Advisors Can Guide Clients Through Prenups
Wedding engagements often spark discussions about venues, budgets and merging households, but rarely the financial...
De-stress Tax Time: 6 Filing Tips Everyone Should Know
Key takeaways Filing a tax return can put money back in your pocket, even if...
We cannot change the fact that in Florida we have hurricanes, so we shouldn’t be penalized for it. This is why we have the federal government.”
I request that President Trump, in addition to erasing the scientific finding that climate change...
Settling with the IRS: What to Do When You Owe More Than You Can Pay
If you’re staring at a letter from the IRS and wondering how to pay it...
Wealth Management Has a Last Mile Problem
Our industry has spent a decade building remarkable things. Asset managers produce world-class market commentary...
Self-Employed Tax Prep Checklist | Intuit TurboTax Blog
Key takeaways If this is your first year self-employed, start by gathering income and expense...
What Happened to the House OBBBA Provision on P.L. 86-272?
Over the years there have been various proposals to modify P.L. 86-272 enacted in 1959,...