News & Insights
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 […]
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How Will Taxes Affect Your Merger or Acquisition?
December 30th, 2025
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Tax |
Small & Midsize Businesses
Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or failure. So if you’re thinking about a merger […]
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Significant Changes to Information Reporting Go Into Effect for the 2026 Tax Year
December 26th, 2025
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Reporting & KPIs |
Tax |
Small & Midsize Businesses
If your business has employees or uses independent contractors, you have associated annual information reporting obligations. The One Big Beautiful Bill Act (OBBBA) makes changes impacting these rules, but not […]
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Reviewing the November 2025 Markets
December 22nd, 2025
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High Net Worth |
Wealth Management |
High Net Worth
New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models […]
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IRS Releases Critical Guidance on Calculating Tips and Overtime Deductions for 2025
December 22nd, 2025
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Employee Benefit Plan |
Tax |
Small & Midsize Businesses
The One Big Beautiful Bill Act (OBBBA) creates new income tax deductions for tax years 2025 through 2028 for qualified cash tips and overtime compensation. If you receive tips or […]