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Are Tariffs a New US VAT Tax?

The Big Picture

As the chart at top implies, it appears that the economic changes are not a one-time adjustment but a permanent tax on consumption. tariff implementation seems to be moving towards the equivalent of a national VAT tax. tariff implementation is not the equivalent of a national VAT tax. In a word, the U.S.

Taxes 300
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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.

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How Financial Advisors Can Navigate Cross-Border Tax Challenges in 2025

Wealth Management

Learn how to protect clients from tax penalties and missed opportunities as international business travel increases. Maximize portfolio performance across borders.

Taxes 248
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Tax Law Update: June 2025

Wealth Management

The most pressing tax law developments of the past month.

Taxes 219
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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)

Taxes 208
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Former Florida Advisor Gets 8 Years, Owes $37M for Tax Shelter Scheme

Wealth Management

Florida-based Stephen Mellinger helped clients prepare tax returns that bilked the IRS of $37 million and earned him and co-conspirators about $3 million in fees and stolen funds.

Taxes 204
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10 Things You Need to Know About Payroll-Only Registration

This option allows foreign employers with no entity in-country to make special “payroll-only” registrations with in-country tax and social security bodies so they can issue a local payroll. Simple, right? Before you go forward with payroll-only registration as a solution, you should know it’s more complex than just filing some paperwork.