News & Insights
Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
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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, […]
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New Rules Could Boost Your R&E Tax Savings in 2025
October 10th, 2025
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Tax |
Tax Credits |
Small & Midsize Businesses
A major tax change is here for businesses with research and experimental (R&E) expenses. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) reinstated the immediate deduction for U.S.-based […]
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Renewable Energy Credits: What You Need to Know After the OBBBA
September 10th, 2025
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By Christopher Young |
Tax Credits |
Affordable Housing |
Small & Midsize Businesses
The One Big Beautiful Bill Act (OBBBA) modified several business and individual renewable energy credits included in the Inflation Reduction Act. The OBBBA accelerates the phase-out of several key incentives, […]
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Businesses Can Still Choose to Address Sustainability
August 8th, 2025
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Tax |
Tax Credits |
Small & Midsize Businesses
For many years, businesses of all shapes and sizes have at least considered sustainability when running their operations. Many people — including customers, investors, employees and job candidates — care […]
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Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA)
August 6th, 2025
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Tax |
Tax Credits |
Wealth Management |
High Net Worth
By Elijah Long, CPA, Associate The One Big Beautiful Bill Act (OBBBA) is a comprehensive piece of legislation that affects nearly every American. Since being signed into law on July […]