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Business owners are often reluctant to plan for the eventual transition of ownership, even though the need for succession is inevitable, whether it comes through…
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal finances, AAFCPAs is pleased to…
Editor’s Note: This article was updated in September 2025 for accuracy and relevance. The IRS has confirmed that paper tax refund checks for individual taxpayers…
In this article: Understanding Portability and the Estate Tax Exemption The Role of Step-Up in Basis The Role of Trusts in Estate Planning Steps to…
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and/or personal financial plans, AAFCPAs is pleased…
The Department of the Treasury and the IRS recently issued proposed regulations addressing key changes under the SECURE 2.0 Act focused on catch-up contributions for…
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal financial health, AAFCPAs is pleased…
In a recent announcement, the IRS increased the annual limit for tax-free charitable donations from IRAs, allowing eligible IRA owners aged 70½ and older to…
In this article: Tax-efficient Charitable Giving Health Savings Accounts Tax Planning for Retirement Estate Tax Planning Massachusetts State-Specific Considerations Transaction Advisory Strategies for Optimal Tax…
