News & Insights

The 2024 Gift Tax Return Deadline is Coming Up Soon

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If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in […]

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Taming the Tax Tangle if You’re Retiring Soon

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Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of […]

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President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?

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President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation […]

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Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner

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As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market […]

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Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give

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Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]

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