News & Insights
Understanding the Saving Implications of New Trump Accounts for Children
October 2nd, 2025
|
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 […]
READ MORE
Beyond the Numbers: How to Get Your Nonprofit Leadership Team Engaged with Financial Data
September 25th, 2025
|
By Sarah Jennings |
Consulting |
Technology |
Nonprofit
Every nonprofit leader knows the scenario: the finance team delivers pages of figures for budget planning or a quarterly board meeting, yet the conversation falls flat. Leaders flip through thick […]
READ MORE
What You Need to Know About the New IRS Payment Process
September 23rd, 2025
|
Business Tax Services |
High Net Worth |
Tax |
High Net Worth
By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September […]
READ MORE
Reviewing the August 2025 Markets
September 18th, 2025
|
By Michael Nordmann |
Wealth Management |
High Net Worth
Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the […]
READ MORE
Audit Alert: Beware of Potential Conflicts of Interest
September 18th, 2025
|
Audit |
Audit & Assurance |
Financial Statement & Audit Preparation
As year end approaches, many businesses will soon be preparing for their annual audits. One key consideration is ensuring there are no potential conflicts of interest that could compromise the […]