News

Map Shows Which States Lost Most Tax Money After Recent Population Shifts
On the other end of the spectrum was California, which lost 1.6 million residents from 2011 to 2021, resulting in a $4.5 billion revenue loss. New York followed, seeing a $3.8 billion revenue lost in ...
The Tax Adviser2d
The role of asset location strategy in reducing tax burdens
Matthew Gotlin, CFA, MBA, Chief Investment Officer and Managing Director, Wealth Management, ChoreoMatt leads the firm’s ...
What the Trump Tax Plan Could Mean for High Earners
The tax bill passed by the House of Representatives on May 22, called the “One Big Beautiful Bill Act,” has more than 1,000 ...