Tax law is always changing, especially since COVID-19. Businesses and individual taxpayers relied on their advisors for up-to-date information about legislation, tax incentives, and planning strategies. One of the ways tax and financial advisors can maintain a library of consistent thought leadership about tax and finance issues is to work with an external consultant.

Whether working independently or alongside the subject matter expert, we write extensively on various tax and finance topics. Below is a representative sample.

Tax/Finance Topics

Estate & Gift Planning
State and Local Tax (SALT)
Tax Credits, such as COVID-19, R&D, Work Opportunity, and Family
Tax Deductions, such as QBID, Sec. 179, and Excess Business Losses
Federal Tax Updates and Legislation
Regulatory Updates

Audience Segments

Business Owners & Executives
Credit Unions & Other Financial Institutions
High-Net-Worth Individuals & Families