News & Insights
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 […]
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Reviewing the December 2025 Markets
February 2nd, 2026
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By Steven Guipe |
Wealth Management |
High Net Worth
Venezuela The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US military intervention in Venezuela. The capture of Nicolás Maduro, who now faces narco-terrorism […]
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Changes to Charitable Donation Deductions Are on the Horizon
December 30th, 2025
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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 […]