Resource Hub

Individual Tax Planning

Retirement account strategy, crypto taxes, and tax-saving strategies for individuals, freelancers, and self-employed professionals.

Compliance & Reporting

Foreign Gifts and Inheritances: When Form 3520 Is Required U.S. persons who receive large foreign gifts or inheritances may need Form 3520 even when no tax is due. The key questions are who the donor really is, whether the transfer came from a trust, and how the amount should be documented.

Planning Strategies

Solo 401(k) vs. SEP-IRA: Which Retirement Plan Is Right for Self-Employed Business Owners? Both plans offer high contribution limits and immediate tax deductions, but the Solo 401(k) lets you save significantly more at lower income levels and includes a Roth option most business owners don't know about.

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