U.S. Net Worth by Age: What the Data Shows [Updated for 2025]
How much wealth does it take to be above average in the U.S. today?
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Tax Advisor Weekly – April 11, 2025
This week, we start with analysis on the $4.5 trillion cost of extending the 2017 Tax Cuts and Jobs Act with discussion on its net economic impact, we have a piece revealing insights about pre-retirees showing mixed financial confidence but positive overall sentiment towards retirement years, and news regarding the offered "second and final" opportunity to accept buyout offers through April 14 for IRS employees. Additionally, we cover growing concerns about donor-advised funds primarily benefiting other DAFs rather than charities. Lastly, an update regarding a crucial Fifth Circuit case emphasizing the importance of clearly defined business components when claiming research tax credits.
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Tax Advisor Weekly – April 4, 2025
In this week's newsletter, we highlight guidance on navigating property tax scenarios during business mergers and expansions, the importance of C-suite awareness regarding transfer pricing implications, and the latest on BOI reporting requirements for foreign companies despite the temporary elimination for domestic entities. We also cover the IRS Criminal Investigation unit's enhanced use of banking data in financial crime detection, and a proposed 5 percent payroll tax in Washington state that could significantly impact businesses.
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Tax Advisor Weekly – March 28, 2025
This edition of the Tax Advisor Weekly highlights strategic choices of independent accounting firms to remain independent, an article on growing concerns about the expiring Tax Cuts and Jobs Act provisions, and the Tax Foundation's comprehensive state tax comparison resource. Additionally, we have news on the new auto tariff announcements and the IRS's latest guidance on the Employee Retention Credit as time runs out for pandemic-era claims.
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The Ultimate Guide to Taxes on Secondaries
Comprehensive guide to taxes on secondary private equity transactions. Learn about UBTI, ECI, FIRPTA, and strategies for optimizing returns.
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A Guide to PTET for Small Business Owners
Understand how PTET bypasses SALT limits, reduces tax liability, and simplifies tax filing for small business owners.
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Tax Strategies for Independent Medical Professionals
Gain financial clarity and optimize your tax strategy. Discover specialized tax guidance for independent medical professionals including PCPs, nurses, and dentists.
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Tax Advisor Weekly – March 21, 2025
This edition of the Tax Advisor Weekly highlights IRS employee reinstatements, the AICPA’s 2025 tax priorities, CPA firm succession planning, and state road tax funding.
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Home Office Deductions: What Remote Workers Need to Know in 2025
Understand 2025 home office deductions. Learn eligibility for self-employed and W-2 workers, claimable expenses, and filing advice.
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Tax Advisor Weekly – March 14, 2025
This edition of the Tax Advisor Weekly highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
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