Let’s be honest: Tax planning isn’t exactly fun (nor is paying taxes). But ignoring it could…
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‘Big Beautiful Bill’ Affects Tax Planning For Stock Options And RSUs
The 2025 tax law continues many provisions of the 2018 tax law that affect stock comp,…
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Permanent QBI deduction provides some tax planning certainty
The One Big Beautiful Bill Act (OBBBA) solidified a significant benefit for pass-through entities by making…
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A New Era for Public Sector Retirement Planning
The Social Security Fairness Act (SSFA), enacted in January 2025, has upended decades of retirement planning…
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Big Beautiful Bill Affects Many Tax Rules Including Estate Planning
The Big Beautiful Bill affects scores of tax rules and every taxpayer will be effected. Estate…
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Impact on Planning Strategies for Wealth Managers
On July 4, 2024, President Trump signed a new tax law, Section 70106 of H.R. 1,…
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