Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

November 16, 2025
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Tax-Smart Charitable Giving Strategies in Light of OBBBA
Giving back feels good—and with the right strategy, it can be smart too. Explore how updates under the One Big Beautiful Bill Act may influence your charitable plans and your tax outlook.
November 03, 2025
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Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
September 04, 2025
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9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
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The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
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