News & Insights
Maximize Your Impact: Tax Benefits of Charitable Giving
November 25th, 2024
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By Jen Danko |
Tax |
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By Jen Danko, CPA, Principal Giving back is one of the most meaningful things you can do, particularly when it supports causes you care about. But did you know that […]
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What Another Trump Presidency Means for Tax Policy in 2025 and Beyond
November 21st, 2024
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Tax |
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With President-elect Donald Trump winning a second term in the November 5 election, we have a clearer picture of what tax policies will be at the forefront of discussions as […]
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It’s Not Too Late to Trim Your 2024 Taxes
November 19th, 2024
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Tax |
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High Net Worth |
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As the end of the year draws near, savvy taxpayers look for ways to reduce their tax bills. This year, the sense of urgency is higher for many because of […]
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Now What? Assessing the Likely Tax Impacts of the 2024 Election
November 14th, 2024
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Tax |
Affordable Housing |
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Construction |
Employee Benefit Plans |
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President-Elect Donald Trump will return to the White House in 2025 — a year that already was expected to see significant activity on the federal tax front. A projected unified […]
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The Amount You and Your Employees Can Save for Retirement is Going Up Slightly in 2025
November 14th, 2024
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Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Healthcare |
High Net Worth |
Manufacturing |
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Small & Midsize Businesses |
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How much can you and your employees contribute to your 401(k)s or other retirement plans next year? In Notice 2024-80, the IRS recently announced cost-of-living adjustments that apply to the […]