Beyond Bulls & Bears

Early planning can mean smooth sailing for tax season
Wealth Planning

Early planning can mean smooth sailing for tax season

Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income. Our Bill Cass explains how advance preparation can make the tax filing process smoother.

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.