The 2025 Tax Strategy Countdown: Moves You Must Make Before Year-End

The 2025 Tax Strategy Countdown: Moves You Must Make Before Year-End

The OBBBA changed the tax playbook. From bonus depreciation to Opportunity Zones, here are seven strategies you must execute before December 31 to protect your position.

How to Talk to Your CPA About the OBBBA: Questions Every Investor Should Be Asking

How to Talk to Your CPA About the OBBBA: Questions Every Investor Should Be Asking

Don’t wait for your CPA to bring up the OBBBA. Ask these 6 key questions now to make sure you’re leveraging every opportunity in the new tax code.