People in motion in office lobby

Insights

Recent Insights

Financial advisor talking to a mature couple at a wood table

Article

December 20, 2024

In 2025, the federal estate tax exemption is $13.99M per individual ($27.98M per married couple). Learn how TCJA’s expiration could affect this limit.

Middle aged couple sitting on a couch in front of a computer, looking at financial documents

Article

December 4, 2024

Learn how to optimize your 2024 tax planning with our checklist. Explore capital gains, charitable contributions, retirement savings and estate strategies.

Webinar Recording

November 27, 2024

Watch to learn essential 2024 tax planning strategies for individuals to maximize savings, including IRS guidance review, court decisions, and tax changes.