by Shauna Newton | Jan 5, 2026 | Tax Planning
As 2026 approaches, the One Big Beautiful Bill Act (OBBBA) keeps many familiar Tax Cuts and Jobs Act (TCJA)-era rules in place—but it also reshapes several areas that can materially change what families can deduct and when it’s smartest to claim those benefits. The...
by Shauna Newton | Jan 27, 2025 | Financial Times, Tax Planning
With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could affect your financial strategy. Building on the framework of the Tax Cuts and Jobs Act (TCJA), Trump has signaled intentions to...
by Shauna Newton | Nov 8, 2024 | Tax Planning
When the majority of people think of the tax calendar, April 15th is often the most important date in their minds. Although Tax Day is an important day for most businesses and individuals, the most important tax decisions are made in the final months of the year. The...
