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...
For years, the state and local tax deduction has been an important consideration for taxpayers in high-tax states. In 2017, The Tax Cuts and Jobs...
More business owners are turning to employee stock ownership plans (ESOPs) to ensure continuity, reward long-serving team members, and transition out with intention. Unlike sales...
Business owners are often reluctant to plan for the eventual transition of ownership, even though the need for succession is inevitable, whether it comes through...
