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AI and Fair Lending: Why Financial Institutions Must Maintain Vigilance Despite Shifting Regulatory Priorities
Recent regulatory shifts have created uncertainty about fair lending oversight. But financial institutions can't afford to reduce their ...
The State Of Our Firm – January 2026
Clients & Friends,
As we reflect on 2025, I am proud to share that it was a year of meaningful progress, strong performance, and ...
Crisis-Proofing Your Business: Strategic Response Tactics
Learn how to prepare for and respond to a business crisis with proven strategies. This guide covers real-world missteps, leadership tactics, and ...
The Capital Gains Tax Traps Even Savvy Investors Miss
Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.
Revocable vs. Irrevocable Trusts: What’s the Difference?
Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between ...
Historic FSA update: employers must act before year-end if they want to raise dependent care contribution limits
For the first time since 1986, dependent care flexible spending account limits are getting a major boost - rising from $5,000 to $7,500 for the ...
Disguised dividends: what C corp owners should know about reasonable compensation
Mitigate the risk of IRS reclassification of compensation as disguised dividends. Learn how C corporations can structure owner-employee pay to ...
Beyond basis: understanding at-risk limits on loss deductions
Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is ...
How to Raise Prices Without Losing Customers
Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and ...
When to Raise Your Prices
Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business ...
A financial guide for heirs navigating inherited assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs ...
Retirement readiness in any economy: how to know when you’re truly prepared
There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, ...
2025 year-end tax moves for individuals & families
From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for ...
2025 Year-end tax moves for businesses
Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus ...
IRS guidance lowers investment threshold for rural opportunity zones
New IRS guidance lowers the improvement threshold for rural Opportunity Zones and introduces enhanced tax incentives. Learn what’s changed and ...
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