Beyond Bulls & Bears

This tax season don’t forget about digital assets
Wealth Planning

This tax season don’t forget about digital assets

When dealing with digital assets it’s important to keep records and consult a tax professional. Our Bill Cass explains the taxation rules around cryptocurrency.

Your ship finally came in. Now what?
Wealth Planning

Your ship finally came in. Now what?

Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.

Act before year-end to manage your tax bill
Wealth Planning

Act before year-end to manage your tax bill

Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.

US elections: How the presidential candidates stand on taxes
Wealth Planning

US elections: How the presidential candidates stand on taxes

Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.