Beyond Bulls & Bears

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.

Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)
Wealth Planning

Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)

The TCJA is set to expire at the end of 2025, bringing unprecedented uncertainty. From potential tax rate hikes to changes in deductions, our Bill Cass highlights what you need to know to plan ahead.