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What You Need to Know about the One Big Beautiful Bill
The One Big Beautiful Bill (“OBBB” or the “Act”) was signed into law on July 4, 2025. The OBBB...
Planning Ahead: Capital Gains & Tax-Loss Harvesting Opportunities
As we approach the end of the year, it's a great time to review your investment portfolio and...
Federal paper checks to be eliminated September 30
The federal government will stop issuing paper checks for most payments at the end of...
What You Need to Know about the One Big Beautiful Bill
The One Big Beautiful Bill (“OBBB” or the “Act”) was signed into law on July 4, 2025. The OBBB contained many important tax changes that are likely to impact significant numbers of individuals and businesses in current and future tax years. The following items...
Planning Ahead: Capital Gains & Tax-Loss Harvesting Opportunities
As we approach the end of the year, it's a great time to review your investment portfolio and consider potential strategies to minimize your tax liability for the upcoming tax season. One key area to evaluate is capital gains and tax-loss harvesting. If you've...
Federal paper checks to be eliminated September 30
The federal government will stop issuing paper checks for most payments at the end of this month, marking a major transition to electronic transactions. The change follows an executive order signed earlier this year by President Trump, which...