News & Insights
New Itemized Deduction Limitation will Affect High-Income Individuals Next Year
November 18th, 2025
|
High Net Worth |
Wealth Management |
High Net Worth
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end […]
READ MORE
Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
|
By Nate Whitson |
High Net Worth |
Tax Credits |
Wealth Management |
High Net Worth
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks, […]
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 July 2025 Markets
August 19th, 2025
|
By Michael Nordmann |
High Net Worth |
Wealth Management |
High Net Worth
Growth Persists Investors closely watch quarterly GDP reports to evaluate the strength and direction of the economy. These reports influence market sentiment, shape expectations for Federal Reserve policy, and offer […]
READ MORE
President Trump Signs His One Big Beautiful Bill Act into Law
July 8th, 2025
|
Business Tax Services |
High Net Worth |
Tax
On July 4, President Trump signed into law the far-reaching legislation known as the One Big Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends […]