A common refrain among senior executives is that “a well-managed, low-turnover taxableportfolio can outperform deferring income.” The logic sounds reasonable: minimize realizedgains, manage capital...

Unlocking Trapped Cash Through Deferred Compensation Plans Many C corporations can accumulate a substantial amount of retained earnings. Theseearnings may be considered “trapped” cash as these...

July 16, 2021 Download our 2021 Proposed Tax Changes Summary which provides a snapshot of the changes proposed for this year.