2026 Year-End Tax Planning Tips for Business Owners
For business owners, year-end tax planning should start well before the final days or even weeks of the year. No [...]
Fine-Tuning the Financials: 4 Common Adjustments when Valuing a Business
Estimating a company's value requires more than just reading its income statement or balance sheet. Valuation professionals look beyond historical [...]
UPDATED NYC Pied-à-Terre Surcharge on Non Primary Residences
Beginning July 1st, 2026, New York City imposed an annual property tax surcharge (often referred to as the “pied‑à‑terre tax”) [...]
Retirement Planning Strategies: Catch-Up Contribution Updates
One could say that there are only two key milestones in retirement planning: the day you begin participating in a [...]
The ABCs of 529 Plans and ABLE Accounts under the OBBBA
Section 529 plans are most commonly used as a tax-favored way to save and pay for college expenses. You might [...]
Are Municipal Bonds Right for You?
Like all investments, municipal bonds are not appropriate for everyone. Investors in high tax brackets often find them attractive because [...]
Fine-Tuning the Financials: 4 Common Adjustments when Valuing a Business
Estimating a company's value requires more than just reading its income statement or balance sheet. Valuation professionals look beyond historical [...]
President Trump Signs the One, Big, Beautiful Bill Act into Law: What It Means for You
On July 4, 2025, President Trump signed into law the One, Big, Beautiful Bill Act (OBBBA), a sweeping 870-page tax [...]
The advantages of a living trust for your estate plan
Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 [...]