Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified…
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Uprise Teams Up with HoneyBook to Bring Tax Planning to Small Business Owners
Embedded financial advisory platform Uprise has teamed up with business management platform HoneyBook. The partnership will…
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Client Alert: The One Big Beautiful Bill: Major Tax Reforms That Could Reshape Your Planning | Shumaker, Loop & Kendrick, LLP
The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, introduced major changes…
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Estate Planning and Other Tax Strategies under the One Big Beautiful Bill Act
President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4,…
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New Tax Bill Impacts Social Security Planning in 2025
(Courtesy of Medicare Done) The financial landscape for retirees is changing. A significant new tax bill…
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How the ‘One Big Beautiful Bill’ reshapes SALT planning
The One Big Beautiful Bill introduces sweeping changes to the SALT deduction landscape, creating both opportunities…
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