News & Insights
The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions
June 9th, 2025
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Business Tax Services |
High Net Worth |
Tax |
Wealth Management |
High Net Worth |
Small & Midsize Businesses
The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes […]
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Reviewing the April 2025 Markets
May 22nd, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
Signals of Strength Four times a year, the U.S. Bureau of Economic Analysis (BEA) releases gross domestic product (GDP) estimates, measuring the total monetary value of all goods and services […]
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Smart Financial Planning During Market Volatility
April 29th, 2025
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By Michael Nordmann |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
High Net Worth
How to Navigate Tariffs, Politics, and Economic Uncertainty When markets are volatile and headlines scream uncertainty, the instinct is to pull back. Business owners often shift their strategy, reduce exposure, […]
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An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing
April 10th, 2025
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Financial & Retirement Planning |
High Net Worth |
Tax |
High Net Worth |
Small & Midsize Businesses
Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the […]
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Planning for the Future: 5 Business Succession Options and Their Tax Implications
March 18th, 2025
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Consulting |
Strategic Planning |
Strategy and Planning |
Succession Planning |
Wealth Management |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire, […]