Matthew Gotlin, CFA, MBA, Chief Investment Officer and Managing Director, Wealth Management, ChoreoMatt leads the firm’s ...

This digital transformation of the Association’s magazines will give you more timely information, breaking news, trending topics, and access to even more experts. It will also reduce exposure to ...

The Tax Adviser—the magazine of planning, trends, and techniques—reports and explains federal tax issues to tax practitioners.

With a host of tax and incentive programs, there are many reasons for taxpayers to install solar power generation systems. The tax benefits can include income tax credits, breaks on local real estate ...

Trusts and estates may benefit from the “unlimited” charitable income tax deduction under Sec. 642(c), which may be especially attractive to a philanthropic grantor seeking to completely eliminate ...

transfer tax, income tax, estate, and business-planning matters. Clint lends his expertise in a wide array of business and personal matters. As tax season progresses, CPAs often uncover valuable ...