As 2025 draws to a close, families considering philanthropic gifts should consider some techniques and strategies to take advantage of the current...

This article examines a few of the changes as a result of the July 4th passing of the One Big Beautiful Bill Act (OBBBA). Given the vast number of...

Retirement planning is a crucial yet often overlooked component of business ownership. Unlike traditional employees, business owners must take the...

The Tax Cuts and Jobs Act (TCJA), which was passed in 2017 during President Trump’s first term in office, is set to expire at the end of 2025. Under...

As the January 1, 2025, deadline approaches for companies to comply with the Corporate Transparency Act’s (CTA) Beneficial Ownership Interest (BOI)...

Background In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave...

The utilization of sophisticated strategies in estate planning for ultra-high-net worth families is not just advisable but often critical in...

Why is a 10b5-1 Plan Necessary? As an insider of a publicly traded company, a large portion of your wealth may come from shares you own in your...

As high-earning taxpayers strive to optimize their financial picture, changing domicile or tax residence to a different state continues to be a...