News & Insights

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, […]

The Investing Cycle Advances in computing, semiconductors, medicine, and energy have been key drivers of the current business cycle. Many of the world’s largest corporations are investing heavily in new […]

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 […]

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 […]

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 […]