Tax Planning

Opportunity Zones Are Back With A New Tax Clock

Sep 14, 2026

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2 min read

Opportunity Zones Are Back With A New Tax Clock

The old opportunity zone deadline is turning into a new client planning machine.

Hannah Olsen

Tax Planning

IRS Makes Abusive CRAT Deals A Listed Transaction

Jul 31, 2026

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1 min read

IRS Makes Abusive CRAT Deals A Listed Transaction

Final regulations give tax pros a sharper reason to revisit charitable remainder annuity trust planning before a client letter turns into a penalty conversation.

Larry Olson