Articles
What Does the 2025 One Big Beautiful Bill Act Mean for Your Taxes?
The 2025 tax bill signed into law July 4th has implications families should consider when tax planning. As with most legislation, what comes out of the process is often different from the soundbites that describe the intent. How could this bill impact taxes for affluent families, high-income earners, small business owners, and retirees?
Top Seven Tax Planning Moves to Make Before Year-End
In addition to everything there is to enjoy about this time of year, it is also important to review and implement any tax-planning strategies. While there are many typical year-end and tax reform items to consider and plan for, here are some that stand out…