News & Insights
Are You Eligible for Mileage Deductions?
April 15th, 2026
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Tax |
Tax Credits |
High Net Worth
Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you can deduct vehicle-related expenses. A change that was made permanent by […]
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What You Need to Know About Filing an Extension — and Minimizing Penalties
April 9th, 2026
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Tax |
Tax Credits |
High Net Worth
If you don’t have everything ready to complete your 2025 federal individual income tax return by the April 15 deadline, you can request an automatic extension. Filing Form 4868, “Application […]
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It’s Your Last Chance to Claim These Clean Energy Tax Breaks
April 6th, 2026
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Tax |
Tax Credits |
High Net Worth
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an electric vehicle or made certain green home […]
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Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not
April 3rd, 2026
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Financial & Retirement Planning |
Wealth Management |
High Net Worth
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed, […]
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Reviewing the February 2026 Markets
March 31st, 2026
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By Steven Guipe |
Wealth Management |
High Net Worth
Economic Shocks Recent geopolitical developments in the Middle East have unsettled global markets, particularly energy markets. A series of attacks against key US and Israeli sites, following earlier strikes on […]