News & Insights
New Itemized Deduction Limitation will Affect High-Income Individuals Next Year
November 18th, 2025
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High Net Worth |
Wealth Management |
High Net Worth
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end […]
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
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By Nate Whitson |
High Net Worth |
Tax Credits |
Wealth Management |
High Net Worth
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks, […]
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Reviewing the September 2025 Markets
October 23rd, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
The Investing Cycle Advances in computing, semiconductors, medicine, and energy have been key drivers of the current business cycle. Many of the world’s largest corporations are investing heavily in new […]
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How Will the Changes to the SALT Deduction Affect Your Tax Planning?
October 8th, 2025
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Strategy and Planning |
Tax |
High Net Worth
The One Big Beautiful Bill Act (OBBBA) shifts the landscape for federal income tax deductions for state and local taxes (SALT), albeit temporarily. If you have high SALT expenses, the […]
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Understanding the Saving Implications of New Trump Accounts for Children
October 2nd, 2025
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By Steven Guipe |
Wealth Management |
High Net Worth
The One Big Beautiful Bill, enacted on July 4, 2025, establishes a new savings vehicle called “Trump Accounts” for children, featuring unique characteristics that distinguish it in the landscape of […]