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How to Reduce the Burden of IRA Required Minimum Distributions

Required minimum distributions (RMDs) from traditional IRAs and 401(k)s often become a significant tax burden during retirement. As the percentage of your IRA that must be…

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How the New Tax Bill Impacts Estate Planning: Q&A with Jim Toto, CPA

The One Big Beautiful Bill (OBBB) brings a wave of changes that could significantly alter the estate planning landscape—especially for high-net-worth individuals. At FLSV, we believe…

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How Volunteering Can Earn You a Big Tax Deduction

Most people volunteer out of a sense of duty or compassion, not for a tax break. But if your good deeds can also earn you a…

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