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Resources

Articles

Ask F+H: Does My Father Need to File a Gift Tax Return?

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Retirement Planning

Tax-Smart Retirement Planning for Business Owners

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The Strategic Role of Outsourced Controllership in 2025

The Strategic Role of Outsourced Controllership in 2025

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The Power of Portability

Ask F+H: The Power of Portability: A Spouse’s Hidden Tax Opportunity

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SALT Deduction Expansion

SALT Deduction Expansion: What It Means for 2025–2029

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estate plan

Do You Need an Estate Plan Check Up?

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Money Management

How Good Are You at Managing Your Money? A Practical Guide to Money Management

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Women in Philanthropic Leadership

Strategic & Tax-Smart Advice for Women in Philanthropic Leadership

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Estate and Gift Tax

One Big Beautiful Bill Act: Impact on Estate and Gift Taxes

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