With the introduction of the One Big Beautiful Bill Act (OBBBA) in July, many individuals find themselves grappling with what these sweeping legislative changes mean for estate planning. While...

For years now our clients, along with many other savvy investors, have been able to strategically plan and avoid paying income tax on the sale of small business stock in many circumstances.  With...

Understanding the Transition to AdulthoodTurning 18 is an exhilarating milestone for any teenager, marking the entry into adulthood with newfound freedoms and responsibilities. However, this shift...

Spring is in the air, and just as many of us are tidying up our homes, it's also an ideal time to refresh your estate plan. Like decluttering our living spaces, reviewing your estate plan ensures...

During tax season, the connection between estate planning and taxes becomes even more crucial. Effectively navigating these waters can ensure a smoother transfer of wealth to your heirs while...

Understanding Recent BOI Reporting UpdatesThe implementation of the Beneficial Ownership Information (BOI) Reporting requirements has seen significant changes. Most recently, on February 17, 2025,...

Choosing the appropriate business structure is a critical decision for any entrepreneur. This choice impacts your legal exposure, taxes, and operational flexibility, making it essential to choose...

Many small business owners overlook succession planning, often due to the demands of daily operations or uncertainty about the future. However, neglecting this critical strategy can jeopardize the...