Overview U.S. equity markets closed out the first quarter of 2026 in negative territory, marking the worst quarter since Q2 2022. After coming off three consecutive years of double-digit annual gains, we’ve cautioned that it’s rare to have four double-digit…
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 the year-end approaches, now is the ideal time for business owners to review their vendor payments and ensure they are prepared for upcoming 1099 reporting requirements. With the IRS increasing enforcement and expanding penalties, even unintentional filing errors can…
The IRS began accepting and processing 2024 tax-year returns on Monday, January 27, 2025. Tips for making filing easier To speed a potential tax refund and help with tax filing, the IRS suggests the following: Make sure you have received…
The IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2025. However, the standard mileage rates for medical and moving expense purposes remain the same for 2025. 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…
