Big Picture — After much deliberation, Congress recently passed the “One Big Beautiful Bill Act of 2025” (OBBB). The main result for taxpayers is that it
The tax filing deadline was Tuesday, April 15, but we’re filing for an extension on tax planning talk! Let’s be clear, tax planning isn’t just about minimizing
We work with many of our clients to manage wealth with a multi-generational focus. Some want to use the resources they’ve worked to build in ways that help with