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 [...]
Sec. 6166: Help For Family Businesses with Estate Tax Bills
Even though the current gift and estate tax exemption amounts are high, some families with wealth tied up in a [...]
All change for the US
The new Trump administration is cutting a swathe through the institutions of the US, with decreased regulation and tax cuts [...]
What might be ahead as many tax provisions are scheduled to expire?
Buckle up, America: Major tax changes are on the horizon. The reason has to do with tax law and the [...]
