Proper year-end tax planning helps business owners assess income, deductions and documentation well before filing their returns. Tax strategies vary by entity type and circumstances, with some choices potentially affecting current tax bills and future obligations. This article reviews some key planning considerations for the 2026 tax year.

When arranging gifts and bequests to loved ones, you may need to take the federal generation skipping tax into consideration. It can come into play in unexpected ways. Here are the current rules, along with some strategies to help minimize the tax liability when leaving large amounts to grandchildren, great grandchildren, or anyone else in those generations or below.

Fraud perpetrators increasingly target older individuals with retirement savings, home equity and other assets. To prevent catastrophic financial losses to your senior family members and friends, learn the signs of elder fraud — and how you can stop schemes underway. This article lists common red flags and provides resources.

Don't let the changing estate tax environment prevent you from getting your estate in order. While most people will need the help of professionals to develop a formal estate plan, you can aid the process by organizing information and making basic decisions. Consider these steps.