For high-net worth families, multi-generational wealth transfers could be subject to both the generation-skipping transfer tax (GSTT) and federal gift and estate taxes. Learn more about the GSTT and strategies to help tax -efficiently transfer assets across multiple generations.

This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025, with the latest updates per new tax law. Use this guide to quickly find important information for tax planning with your clients.

The One Big Beautiful Bill Act includes significant tax law changes that will impact nearly all individual taxpayers. Here is an overview of key provisions that might impact your clients.

Inheriting significant wealth can be emotionally and financially transformative. The decisions your clients make today on how to manage an inheritance can affect their long-term financial life.

Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth conversions can help your clients transfer wealth tax efficiently to the next generation.