News & Insights
Your Post-Tax-Filing Checklist
May 5th, 2026
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Tax |
Tax Credits |
Wealth Management |
High Net Worth
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help […]
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Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices
April 27th, 2026
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Business Tax Services |
Tax |
Wealth Management |
High Net Worth |
Small & Midsize Businesses
By: Kelli Parker, Tax Associate If you’ve recently received a notice from the Michigan Department of Treasury, don’t panic. You’re not alone, and in most cases, no immediate action is required. Over the past week, the State of […]
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Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not
April 3rd, 2026
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Financial & Retirement Planning |
Wealth Management |
High Net Worth
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed, […]
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Reviewing the February 2026 Markets
March 31st, 2026
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By Steven Guipe |
Wealth Management |
High Net Worth
Economic Shocks Recent geopolitical developments in the Middle East have unsettled global markets, particularly energy markets. A series of attacks against key US and Israeli sites, following earlier strikes on […]
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Reviewing the January 2026 Markets
February 20th, 2026
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By Steven Guipe |
Wealth Management |
High Net Worth
Gold, Growth, and a World in Transition The early weeks of 2026 have seen unusually strong demand for gold and other physical metals as investors respond to a weakening US […]