Beyond Bulls & Bears

Special tax alert: House committee advances tax bill
Wealth Planning

Special tax alert: House committee advances tax bill

The House Ways & Means Committee advanced a comprehensive tax bill this week. Our Bill Cass discusses the key provisions and how they may impact taxpayers.

Key tax planning strategies for business owners
Wealth Planning

Key tax planning strategies for business owners

Businesses may face challenges but there are also a number of tax-smart strategies that can help mitigate tax liability and enhance efficiency. Our Bill Cass discusses several tax-smart strategies to consider.

Key planning ideas to maximize your 2025 tax savings
Wealth Planning

Key planning ideas to maximize your 2025 tax savings

For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.