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Monday, February 2, 2026

Beginning in 2026, individuals age 50 and older who earned more than $150,000 in Social Security wages in 2025 from their current employer are now required to make any workplace retirement plan catch‑up contributions as Roth (after‑tax) con

Monday, December 1, 2025

As 2025 draws to a close, recent tax law changes under the One Big Beautiful Bill Act (OBBBA) create unique planning opportunities you may want to act on before December 31. Below are time-sensitive strategies to consider:1. Itemize...

Friday, November 14, 2025

As we approach the end of the year, it’s important to review the latest IRS updates to contribution limits for retirement and health savings accounts. These changes can have a significant impact on your retirement savings, tax planning...

Wednesday, October 8, 2025

We are excited to share our Managing Principal, Philip Piedt, CFP®, RICP®, has earned the Certified Kingdom Advisor® (CKA®) designation.Certified Kingdom Advisor® (CKA®) Designation OverviewThe Certified Kingdom Advisor® (CKA®)...

Friday, August 15, 2025

We wanted to make you aware of several key changes to charitable giving under the newly enacted One Big Beautiful Bill Act (OBBBA), which will take effect starting in the 2026 tax year. These updates may impact how you approach your...

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Thursday, July 10, 2025

Congress recently passed the One Big Beautiful Bill Act (OBBB), a sweeping tax reform package signed into law on July 4th, 2025. This legislation introduces significant changes across personal, business, and estate tax planning, while...

Wednesday, June 11, 2025

If you’ve made Qualified Charitable Distributions (QCDs) from your IRA in the past, you know the challenge of tracking taxable vs. non-taxable portions of your Required Minimum Distributions (RMDs). Fortunately, starting in 2025, a...