How to Give to Charity Under the New OBBBA Rules
The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor.
The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor.
Some of the most impactful tax planning should be implemented ahead of the year-end deadline.
The reinstatement of bonus depreciation is a critical component of recent U.S. tax legislation aimed at fostering economic growth.
A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead.
The death of a spouse is a profoundly challenging time, both emotionally and financially. This article explores the key tax considerations for surviving spouses, including filing status, inherited basis adjustments, home sale exclusions, notifications to relevant agencies, estate tax considerations, and trust issues.
This article will explore how direct indexing SMAs can address key investment challenges—such as creating a better core equity portfolio, reinvigorating frozen portfolios, diversifying concentrated stock, improving tax efficiency following a business sale, enhancing an existing model portfolio, and migrating a model portfolio—while also optimizing tax efficiency.