The One Big Beautiful Bill Act (OBBBA) makes permanent several of the expiring tax cuts contained in Trump’s signature 2017 tax legislation—the Tax Cuts and Jobs Act (TCJA). It also introduces a few new provisions, including some temporary tax breaks for individuals. Do not ignore this bill. For higher-net-worth families, estate planning and Roth conversions...
Revised July 7th at 4:45pm - The Big Beautiful Bill approved by the House was a bit smaller as the Senate and the House fought over more Medicaid cuts to pay for new tax breaks, and painted a dark deficit picture for the President. The fight last week continued between parties to decide how high,...
When summer heats up is a great time to be cool and start strategizing how to reduce your family's 2026 tax bill. Starting early with proactive planning gives you time to make strategic decisions and devise an action plan that could help you keep more profit in your pocket. Our top six strategies include great...
A mid-year tax review is all about proactive planning to optimize your tax situation and identify potential savings. With significant tax provisions potentially changing at the end of 2025, reviewing your business’s financials and tax position now is more important than ever. It gives you time to make necessary adjustments, implement strategies to maximize tax...
Spending the time to declutter and organize your finances this spring can help to set you up for financial success for the rest of the year. Gathering and pruning financial documents, tidying up your budget and polishing your portfolio will go a long way to cleaning up the clutter in your financial life. Here are...
