January 22, 2026
As former Senator Max Baucus once observed, “tax complexity itself is a kind of tax.” While this is the case every year, it is especially true in 2026 as many significant tax policy changes create new financial planning opportunities and challenges. For many investors, particularly those over the age of 50 with higher incomes, these […]
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November 24, 2025
The holiday season is a natural time to reflect on charitable giving and the role it can play as part of a comprehensive financial plan. Thoughtful charitable planning can not only support philanthropic goals, but increase tax efficiency as well. The question isn’t just whether to give, but how to give in ways that maximize […]
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