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Attribution rules explained: how constructive ownership can affect your tax strategy

You may think you don’t own a particular business interest, but the IRS might disagree. Under constructive ownership rules, the tax code can attribute ownership to you based on family relationships or entity structures. Understanding these rules before they impact your tax strategy is essential for business owners with family ties, trusts, or complex ownership structures.

Critical updates on energy credits

The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners, businesses, and car buyers scrambling to capitalize on incentives for renewable energy and clean vehicles. This article covers several upcoming deadlines for anyone planning energy-efficient upgrades or investments.

The other half of retirement planning: a framework for spending

Spend your nest egg in the wrong order, and taxes soar while future security shrinks. Get the sequence right, and the same dollars stretch further, cost less, and safeguard your legacy. Here’s the smart roadmap, from Social Security timing to precision RMDs.