What Financial Planners Need to Know About the One Big Beautiful Bill Act
The “One Big Beautiful Bill” is officially here, and there’s a lot in it that can affect your...
Year-end Tax Planning Checklist for Financial Planners and Advisors
(Sing to the tune of “Let It Snow”)
Oh, the weather outside is frightful, but tax planning is so...
The 2010 Hobby Lobby Tax Scandal & the Related Use Rule
How familiar are you with the IRS' Related Use Rule? In this episode of the BIF Bites podcast,...
CFP® Exam Tax Planning Practice Questions
We rounded up some CFP® practice questions on tax planning to help you test your knowledge. Give...