Advertisement
Cover Image for November 2025
ADVERTISING SUPPLEMENT
Choreo

How a CPA and wealth adviser partnership can guide families through transition

Losing a loved one is one of the most challenging transitions families face. Beyond grief and emotional upheaval, clients are often overwhelmed by financial, legal, logistical, and even tax matters. Of course, the best time to plan for loss is well before one occurs. Proactive planning helps decrease worry and

INDIVIDUALS

Current Developments in Taxation of Individuals: Part 1

This update surveys recent federal tax developments involving individuals, including court cases, rulings, and guidance issued during the six months ending October 2025.