News & Insights

How Businesses Can Fund a Buy-Sell Agreement

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Businesses with more than one owner benefit from having multiple viewpoints and varying skill sets. However, they also face serious risks of uncertainty and conflict if one of the owners […]

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Understanding the Saving Implications of New Trump Accounts for Children

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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 […]

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What You Need to Know About the New IRS Payment Process

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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 […]

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Reviewing the August 2025 Markets

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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 […]

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Understanding Key Estate Planning Acronyms

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By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding […]

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