Overview U.S. equity markets closed out 2025 in positive territory, capping another year of healthy returns. After strong gains through much of the year, the final weeks of the fourth quarter were marked by modest profit-taking as investors weighed elevated…
We are pleased to announce the delivery of our 2025 Annual Tax Strategy Guide. This comprehensive guide is designed to help you navigate the current tax landscape, optimize your tax & financial planning, and identify key strategies now and for the…
As we closed the books in 2024, the financial markets have delivered an impressive performance, defying early-year skepticism and rewarding patient investors. The fourth quarter saw a continuation of the year's positive momentum, with major stock market indices reaching new…
When high income couples file jointly, they often think they miss out on the Child Tax Credit. But if they file married filing separately, there's an important nuance in the Child Tax Credit (CTC) calculation that can significantly impact their…
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The…
2024 Annual Tax Planning & Strategy Guide We are pleased to announce the delivery of our 2024 Year-End Tax Planning and Strategy Guide. This comprehensive guide is designed to help you navigate the upcoming tax landscape, optimize your tax & financial…
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2025, particularly if you think you may be…
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distributions from retirement accounts inherited after 2019. The so-called 10-year rule generally requires inherited accounts to be emptied within 10 years of…
There are new developments for student loan forgiveness. The application for Student Loan Forgiveness is now available. Filling out the application is easy and takes about five minutes. You don't need to log in or provide any documents. Click Here…
October is the kickoff month for financial aid. That's when incoming and returning college students can start filing the Free Application for Federal Student Aid (FAFSA) for the next academic year. The FAFSA is a prerequisite for federal student loans,…