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September 29, 2025
What’s the Difference Between Estate and Gift Taxes?
Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and ensure their heirs inherit what they’ve worked hard to build. Here’s what you should know about estate taxes and gift taxes and how you can prepare for their impact on your wealth planning.
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September 15, 2025
Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does this mean for my investments?
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September 08, 2025
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.
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