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Wealth Planning Commentary – July 14, 2025

Will You Qualify for New Income Tax Deductions? The OBBBA introduces several new above-the-line deductions, which directly reduce adjusted gross income. However, high earners will not be able to claim

Wealth Planning Commentary – July 7, 2025

The OBBA Has Landed: First Look at Key Tax Provisions Last week, President Trump signed the “One Big Beautiful Bill” (OBBA) into law. The new mega bill permanently extends important

Wealth Planning Commentary – June 30, 2025

Lessons from Jimmy Buffett’s Estate  In recent celebrity estate news, Jimmy Buffett’s widow, Jane Buffett, and his accountant, Richard Mozenter, are currently embroiled in a legal battle. They share roles

Wealth Planning Commentary – June 23, 2025

Tax Bill Negotiations Heat Up as Senate Releases Draft The Senate has officially released its draft of the sweeping tax and budget bill, setting the stage for negotiations with the

Wealth Planning Commentary – June 16, 2025

Don’t Just Sign Trust Documents, Retitle Even the most thoughtfully designed estate plans can fail when trusts aren’t funded—a common and avoidable oversight. Often, someone works with an attorney to

Wealth Planning Commentary – June 9, 2025

Demystifying Proposed Social Security Tax Relief A provision in the ‘Big Beautiful Bill’ that many associate with tax-free Social Security benefits is in the news cycle and confusing taxpayers. The

Wealth Planning Commentary – June 2, 2025

Recent Trends in Social Security Claims  According to the New York Times, early claims for Social Security benefits have increased by 13% since the beginning of the year. This rise

Wealth Planning Commentary – May 27, 2025

House Passes Major Tax Bill – Key Provisions to Watch Last week, the House of Representatives passed a significant tax bill, which now heads to the Senate for approval. As

Wealth Planning Commentary – May 19, 2025

Legislative Update: Proposed Tax Changes in House Bill The latest version of the House’s proposed legislation, previously known as the “One Big, Beautiful Bill,” remains intact, mainly following negotiations during

Wealth Planning Commentary – May 12, 2025

Preliminary Insights into House Tax Bill This weekend, the House of Representatives Ways and Means Committee released an initial draft of its proposed tax legislation. The primary focus of this