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.

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.