In today’s environment, lower dealership valuations aren’t just a challenge—they’re an opportunity. Using this window to transfer ownership at reduced values, leveraging tools like IDGTs, and preparing for upcoming estate tax changes can create long-term savings and strengthen succession plans.

A practical guide for nonprofit financial leaders preparing for fieldwork 

While businesses have adjusted to the electronic filing requirements, the next round of updates will require advance planning and preparation to ensure compliance and avoid disruptions.

Estate Planning After H.R. 1: What High-Net-Worth Families Need to Know

On June 2, 2026, during a special session, the Florida Legislature passed an overhaul of the state’s property tax system. 

Based upon a recent federal court decision taxpayers (including individuals, businesses, trusts and estates) may have an opportunity to request a refund or abatement of certain penalties and interest charged by the IRS during the COVID-19 disaster period.