Filing Requirements You Can’t Ignore When Gifting to 529 Accounts
February 6, 2026
At Isler CPA, we believe in proactive communication and keeping our clients informed about tax strategies that can impact their financial goals. Gift taxes and 529 college savings plans are areas where we frequently see confusion–even among financial professionals. …
Read More
What Companies Need to Know About the Surge in Investment Scams
January 22, 2026
Aprio Insights on the What Companies Need to Know About the Surge in Investment Scams. Read the article. …
Read More
Revocable vs. Irrevocable Trusts: What’s the Difference?
December 22, 2025
Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you’re building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential. …
Read More
IRS penalties are complex, but there are paths to relief
December 9, 2025
RSM US explains common IRS penalties and relief options, including reasonable cause and first-time abatement. …
Read More
Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families
December 9, 2025
Learn how families can build a lasting legacy and successfully transfer wealth across generations. Discover strategies for vision, governance, and tax efficiency with actionable insights from leading Aprio advisors. …
Read More
Beyond the Will: Why a Comprehensive Estate Plan is Essential for High-Net-Worth Families
November 7, 2025
Learn why a will alone isn't enough. Discover an integrated approach to estate planning to help high-net-worth individuals protect their legacy, minimize taxes, and align legal, tax, and wealth strategies.…
Read More
The Mechanics of Debt-Financed Distributions in Real Estate
October 29, 2025
Refinancing real estate lets owners distribute cash, but interest expense deductibility hinges on IRS rules for proceeds use and allocation. …
Read More
Using POD and TOD Accounts in Your Estate Plan
October 1, 2025
Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones. …
Read More
Fed cuts its policy rate a quarter point amid growing tension
September 17, 2025
It would not be surprising to see market players assume that the de-facto inflation target is moving higher, toward 3%. …
Read More
New IRS Electronic Payment Mandate Impacts FIRPTA Transactions
September 11, 2025
Aprio Insights on the New IRS Electronic Payment Mandate Impacts FIRPTA Transactions. Read the article. …
Read MoreLatest Articles