
How to simplify an estate plan with a beneficiary review
Estate planning isn't just for the wealthy; it's for everyone. Our Bill Cass explains how designating beneficiaries and regular reviews may help secure your legacy.

Estate planning isn't just for the wealthy; it's for everyone. Our Bill Cass explains how designating beneficiaries and regular reviews may help secure your legacy.
The OBBBA brings 10 tax changes for 2026. Some provisions benefit taxpayers while others impose new restrictions. Here are the highlights.
In 2026 new tax deductions and inflation adjustments impact tax brackets, rates and contribution limits. Here are some highlights of what is changing in 2026 and some planning considerations.
Many beneficiaries who inherited retirement accounts after 2019 must begin taking required minimum distributions in 2025 under the SECURE Act's 10-year rule. Here are some planning considerations.
SECURE 2.0 mandates Roth catch-up contributions for certain retirement plan participants starting in 2026. Here are some highlights of the new provision that will impact high earners' tax bills and retirement savings.
The OBBBA introduced new provisions for charitable giving beginning next year that may impact the tax benefit of giving strategies. Here are four key questions to evaluate now when considering donations for 2025.
As year-end approaches, it’s important to estimate income before acting on deductions. Most new deductions are available regardless of itemizing, but there are exceptions. Here are some highlights of the new deductions.
Review and adjust investments, estimate income, maximize retirement savings, consider charitable donations are among many year-end planning ideas. Here is a checklist to use as a guide when planning.
The OBBBA raises the federal estate tax lifetime exclusion permanently to $15 million next year, with inflation adjustments for future years. Our Bill Cass explains how income tax efficiency through strategies like step-up in cost basis and optimizing asset distribution for heirs may make sense.
The One Big Beautiful Bill Act (OBBBA) solidifies the current tax rate schedule, introduces new tax changes for individuals and businesses, and offers opportunities tax-smart strategies. Here are some planning considerations for 2025 and beyond.
The One Big Beautiful Bill Act offers valuable tax benefits specifically for businesses. Here are some of the highlights of the new law and how business owners may benefit.