Insights

Understand how SOC 2 Trust Services Criteria ensures data protection through security, availability, confidentiality, privacy and processing integrity.

A Trump account is an IRA for children that they gain control of at 18. Explore how to set one up, how contributions work, 529 comparisons and tax rules.

Explore artificial intelligence (AI) in the insurance industry, including adoption trends, benefits, risks, common use cases and next steps for insurers.

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.

Learn how the potential expiration of the QBI deduction in 2025 may impact pass-through businesses and what tax planning steps you should consider.

Learn how the reconciliation process impacts tax reform and federal spending. Explore the Byrd Rule, budget resolutions and what's expected in 2025.

Learn how the Republican House majority plans to shape 2025 tax policy, including TCJA provisions, tax relief for families and small business benefits.

Learn about potential 2025 tax changes under the GOP Senate, including TCJA, estate tax exemptions and other Trump-era tax provisions.

Explore Trump's tax policy and its potential impacts on personal finances, from tax cut extensions to corporate rate changes and tariffs.