News & Insights
4 Types of Interest Expense You May Be Able to Deduct
March 18th, 2026
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Strategy and Planning |
High Net Worth
Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new break under the One Big Beautiful […]
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New Provisions for 2026 May Affect Your Tax Planning
March 16th, 2026
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Tax |
Tax Credits |
High Net Worth |
Small & Midsize Businesses
The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 federal income tax returns being […]
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Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate it
February 26th, 2026
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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 […]
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Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing on Their 2025 Returns
February 20th, 2026
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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 […]
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Reviewing the January 2026 Markets
February 20th, 2026
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By Steven Guipe |
Wealth Management |
High Net Worth
Gold, Growth, and a World in Transition The early weeks of 2026 have seen unusually strong demand for gold and other physical metals as investors respond to a weakening US […]