Naming a Trust as Your Retirement Account Beneficiary
Retirement planning extends far beyond maximizing contributions and choosing investment allocations. One critical decision that many owners of retirement accounts […]
Individual Tax changes
7 Essential KPIs Every Business Must Track for Success
Key Performance Indicators (KPIs) serve as the compass for your business decisions. Without tracking the right metrics, you’re essentially flying
Has the New Law Ended Taxes on Social Security?
Has the New Law Ended Taxes on Social Security? You may’ve heard the latest tax-and-spending law, signed by President Trump
What the Big Beautiful Bill Means for Estate Tax Planning
What the Big Beautiful Bill Means for Estate Tax Planning The new tax law—nicknamed the “Big Beautiful Bill”—was signed into
Big Individual Tax Changes from Trump’s Big Beautiful Bill
Big Individual Tax Changes from Trump’s Big Beautiful Bill Congress has officially passed President Donald Trump’s massive tax and spending
One Big Beautiful Bill — Key Individual Tax Changes to Businesses
One Big Beautiful Bill — Key Individual Tax Changes to Businesses Congress has officially passed President Donald Trump’s massive tax
Rising Costs Have Consumers Second-Guessing Restaurant Spending
More and more households are starting to rethink the cost of dining out. What used to be a convenient or
How the “One Big, Beautiful Bill” Could Reshape Small-Biz Deductions
A new tax proposal moving through Congress, often referred to as the “One Big, Beautiful Bill,” could bring meaningful tax
Pass-Through Entity Taxes (PTET): Should Your LLC Opt In for 2025?
Pass-Through Entity Taxes (PTET): Should Your LLC Opt In for 2025? Introduction Imagine reducing your federal tax burden while keeping
Pass-Through Entity Tax Reforms in the “One Big Beautiful Bill”
Pass-Through Entity Tax Reforms in the “One Big Beautiful Bill” Introduction The “One Big Beautiful Bill” (H.R. 1) is a