Recent Updates

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

November 03, 2025

Recent Update Photo

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

Recent Update Photo

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

Recent Update Photo

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.