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Government building façade with multiple national flags flying in front, evoking the imagery of federal authority, national closure, and institutional powers.

Tax Advisor Weekly — October 3, 2025

This week’s roundup covers a government shutdown, Trump’s tariffs on movies, ACA premium tax credits, new truck and furniture tariffs, and Amazon’s tax-deductible FTC settlement.

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Close-up of accountant using laptop and calculator with digital tax icons.

Tax Advisor Weekly — September 26, 2025

This week’s roundup covers the projected 2026 Social Security increase, IRS phasing out paper refund checks, expiring home energy credits, inflation’s test of the Fed, and expanding tip‑tax clarity.

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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 — September 19, 2025

This week’s roundup covers Gen X’s wealth-building gap, new IRS rules targeting crypto payroll and cash businesses, a $141K tax-free retirement strategy, and a deepening debt vs. equity tax crackdown.

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A professional woman in a modern office setting attentively listens during a discussion—symbolizing the importance of expert tax guidance when navigating inheritance strategies like the Step-Up in Basis.

What is a Step Up in Basis?

Understand the Step-Up in Basis provision and how to use it effectively to preserve a client’s inherited wealth.

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Flat lay of tax documents including W‑2 and W‑4 forms, with a calculator and pen—highlighting upcoming tax form complexity under 2026 payroll changes.

Tax Advisor Weekly — September 12, 2025

This week’s roundup covers new W-2 and W-4 changes under the OB3 Act, Supreme Court escalation over Trump’s tariffs, and deep downward jobs revisions raising concerns about economic health.

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Forklift loading colorful shipping containers onto a cargo truck in a bustling port, symbolizing global logistics, international trade, and tariff-driven supply chain shifts.

Tax Advisor Weekly — September 5, 2025

This week’s roundup covers a potential Fed rate cut, a court ruling against Trump’s tariffs, new tip-tax exemptions, Chinese shipping shifts, and how advisors can guide clients through turbulent policy shifts.

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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 29, 2025

This week’s roundup covers Trump’s threats over digital taxes, billionaire tax inequities, Social Security COLA pressures, and rebranding of his signature tax law as global trade tensions escalate.

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A group of professionals seated at a table, reviewing documents together—representing the collaborative planning often involved in setting up an Intentionally Defective Grantor Trust (IDGT) for strategic wealth transfer.

IDGTs Explained: A Powerful Trust Strategy for Tax-Efficient Wealth Transfer

Learn about the unique structure and implementation strategies that allow Intentionally Defective Grantor Trusts (IDGTs) to achieve efficient wealth transfer for high-net-worth families.

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Two business partners reviewing financial documents and digital reports—symbolizing the critical due diligence required when structuring buy-sell agreements to avoid costly tax traps.

Tax Traps in Shareholder Buy-Sell Agreements (And How to Avoid Them)

Explore the key tax risks in shareholder buy-sell agreements, and how tax advisors can optimize structures and avoid expensive mistakes.

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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.

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