News & Insights
President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?
February 7th, 2025
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Business Tax Services |
High Net Worth |
Tax |
Tax Credits
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation […]
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Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner
January 14th, 2025
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By Steven Guipe |
High Net Worth |
Tax |
Wealth Management
As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market […]
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Maximize Your 401(k) in 2025: Smart Strategies for a Secure Retirement
January 14th, 2025
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Financial & Retirement Planning |
Wealth Management
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a 401(k) or Roth […]
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Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
December 20th, 2024
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By Steven Guipe |
Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Tax Credits |
Wealth Management
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]
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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
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 […]