How the OBBB Act Changes Mortgage Interest Deductions The rules for deducting mortgage interest have shifted in ways that may prompt many individual taxpayers to...
There’s a phrase I’ve come to love: “the great redo”. It’s the idea that life, much like financial planning, sometimes gives us a second chance...
The One Big Beautiful Bill (OBBB) Act introduces a new federal tax provision that may affect businesses with tipped employees. Beginning in 2025, up to...
Starting in 2025, adults age 65 and older can claim an additional deduction of $6,000 on their federal income tax return under the One Big...
As the school year kicks off, the Bloom household is buzzing with new routines. Juliette is now in 5th grade, Jolie in 1st, and Jeanne...
Selling a business can take many forms. Some owners transfer shares to employees through an Employee Stock Ownership Plan (ESOP). Others stage a management buyout...
As summer winds down and routines pick back up, we’re seeing the same shift in the markets—a return to activity and volatility after a relatively...
Signed into law on July 4, 2025, the One Big Beautiful Bill Act brings welcome changes for businesses, contractors, and online sellers by raising reporting...
A provision in the One Big Beautiful Bill (OBBB) Act has renewed interest in a once-overlooked planning strategy: the use of a complex trust as...
