Stephen Liss

Get ready to start complying with new reporting requirements on Jan. 1, 2024.

Corporations, partnerships and LLCs must meet Jan. 1, 2024 reporting deadline.

The $3.5 trillion Build Back Better Act provides a variety of changes across the Tax Code.

The most significant change to state law governing powers of attorney in almost a decade.

As social distancing becomes the norm, new solutions are being made available.

The estate tax has been a hot button issue this election season, but many advisors aren’t aware that an inheritance tax may also be on the way...

It’s important to take a holistic approach