Consultant Pascal Finette rejoins the JofA podcast to discuss the importance of “lifting your gaze” and answering the question “What can I create?”
FROM THIS MONTH'S ISSUE
Tax-efficient drawdown strategies in retirement
Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.
From The Tax Adviser
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Practical tax advice for businesses as a result of the OBBBA
November 30, 2025
Digital asset transactions: Broker reporting, amount realized, and basis
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