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Author: davidevans

  • February 24, 2026

    Understanding the IRS’s new deduction for qualified overtime compensation

    Understanding the IRS’s new deduction for qualified overtime compensation

    By David Evans|Categories: Article, Tax|2.7 min read|
  • February 24, 2026

    Living trust myths vs. reality: what a revocable trust really does

    Living trust myths vs. reality: what a revocable trust really does

    By David Evans|Categories: Article, Private Clients & Individuals, Tax|8 min read|
  • February 18, 2026

    Year-Round Capital Gains Tax Planning Strategies

    Year-Round Capital Gains Tax Planning Strategies

    By David Evans|Categories: Article, Manufacturers & Distributors, Real Estate & Construction Companies, Professional Service Firms, Tax|4.3 min read|
  • January 26, 2026

    The Mega Backdoor Roth: A Straightforward Strategy for High Earners Locked Out of Roth IRAs

    The Mega Backdoor Roth: A Straightforward Strategy for High Earners Locked Out of Roth IRAs

    By David Evans|Categories: Article, Tax|6.3 min read|
  • January 21, 2026

    What to Prepare for Tax Year 2025 Filing

    What to Prepare for Tax Year 2025 Filing

    By David Evans|Categories: Article, Tax|5.2 min read|
  • January 21, 2026

    New Year, New Tax Rules: What You Need to Know About IRS Changes

    New Year, New Tax Rules: What You Need to Know About IRS Changes

    By David Evans|Categories: Article, Tax|4.7 min read|
  • January 20, 2026

    Your 2026 Tax Season Survival Guide

    Your 2026 Tax Season Survival Guide

    By David Evans|Categories: Article, Manufacturers & Distributors, Real Estate & Construction Companies, Professional Service Firms, Tax|6.4 min read|
  • January 15, 2026

    1099 season is here: what employers need to know

    1099 season is here: what employers need to know

    By David Evans|Categories: Article, Tax|3.8 min read|
  • image of a computer with text: Possible fed rate cuts ahead: 5 things to consider

    September 19, 2024

    Possible fed rate cuts ahead: 5 things to consider

    Possible fed rate cuts ahead: 5 things to consider

    By David Evans|Categories: Article, Tax|7.1 min read|
  • Understanding the IRS's Final Regulations on Inherited IRAs 

    August 7, 2024

    Understanding the IRS’s Final Regulations on Inherited IRAs 

    Understanding the IRS’s Final Regulations on Inherited IRAs 

    By David Evans|Categories: Article, Tax|2.7 min read|
12Next

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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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