Articles

Father and daughter are sitting on the couch together. The One, Big, Beautiful Bill (OBBB), like other major life events, is a key time to review your financial planning as this legislation offers major, time-sensitive benefits for high-net-worth individuals to preserve wealth and reduce tax burden.

How the One Big Beautiful Bill Impacts High Net Worth Individuals

Explore how the One Big Beautiful Bill transforms wealth management. New exemptions and time-sensitive strategies.

A desk covered with tax forms and economic forecasts reflects the rapid policy shifts of August 15, 2025. This week’s roundup includes IRS turnover, domestic R&D hiring boosts, and early winners and losers from the OB3 tax law.

Tax Advisor Weekly — August 15, 2025

This week’s roundup includes major IRS leadership turnover, new deductions for car loans and R&D, plus how Trump’s tax law is impacting jobs, markets, and insurance coverage.

A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the August 8, 2025 Tax Advisor Weekly. Topics include global tariff escalations, IRS enforcement priorities, and what’s ahead for retirement planning.

Tax Advisor Weekly — August 8, 2025

This week’s roundup explores Trump’s sweeping tariff moves, IRS enforcement targeting e-commerce and cash-only businesses, the new overtime pay deduction, and Social Security changes for 2025.

Three colleagues review documents in an office setting—illustrating how tax advisors are collaborating to interpret and communicate the wide-ranging effects of the One, Big, Beautiful Bill (OBBB).

How the One Big Beautiful Bill Impacts Tax Advisors

Explore how the One, Big, Beautiful Bill is changing tax law for good. From new deductions to Trump Accounts, advisors must rethink planning and communication.

A professional woman gives a presentation in a modern office—symbolizing how real estate firms are reevaluating investment strategies in light of the One, Big, Beautiful Bill’s sweeping tax reforms.

How the One Big Beautiful Bill Impacts Real Estate Investors

The One, Big, Beautiful Bill delivers permanent tax perks for real estate investors, from bonus depreciation and SALT cap relief to REIT flexibility and Opportunity Zone upgrades. Learn what's changed.

A team joins a virtual meeting on laptops—representing the shift to digital collaboration tools that power the modern tax firm’s back office.

Why the Modern Tax Firm Doesn’t Need a Traditional Back Office

Modern tax firms are increasingly removing traditional back office inefficiencies with digital solutions—using AI, automation, and client portals to drive growth.

A business professional signs a document in an office setting—representing the traditionally manual and time-consuming engagement letter process in tax client onboarding.

How to Automate the Tax Engagement Letter Process

Are manual tax engagement letters a thing of the past? Discover how automation streamlines client onboarding, boosts efficiency, and improves security for tax advisors.

A professional woman reviews physical documents in a modern office—symbolizing the outdated manual processes that automation is helping tax firms move beyond.

What If Your Back Office Ran Itself?

Discover how automation can transform your tax firm's back office, freeing up time for advisory work, improving client services, and boosting profitability.

How Tax Firms Can Turn Post-Tax Season into a Growth Opportunity

Learn how to turn your tax practice into a more efficient business that’s better primed for growth.

A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the July 30, 2025 Tax Advisor Weekly. Topics include Trump’s India tariff deadline, IRS staffing cuts, casino reporting threshold changes, and new retiree deductions under the OB3 Act.

Tax Advisor Weekly — July 31, 2025

This week’s roundup covers Trump’s tariffs, IRS staffing cuts, casino tax rule changes, expanded multilingual services, and new retiree deductions in the OB3 Act.