News & Insights
Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate it
February 26th, 2026
|
Business Tax Services |
Tax |
High Net Worth
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in […]
READ MORE
Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing on Their 2025 Returns
February 20th, 2026
|
Tax |
Tax Credits |
High Net Worth
An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill […]
READ MORE
Changes to Charitable Donation Deductions Are on the Horizon
December 30th, 2025
|
Tax |
High Net Worth
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases, they’ll face two new limits. But there’s […]
READ MORE
Reviewing the November 2025 Markets
December 22nd, 2025
|
High Net Worth |
Wealth Management |
High Net Worth
New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models […]
READ MORE
Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits
December 5th, 2025
|
Financial & Retirement Planning |
High Net Worth
With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase […]