Articles

Understanding four key planning stages for business owners, from navigating family dynamics to managing the succession process. 

As we close out what has been the most successful year of new client growth in the history of our business, I want to take a moment to reflect on what makes this possible and where we’re headed next.

This bill, unofficially, referred to as "The One Big Beautiful Bill Act", or the OBBBA, provides taxpayers certainty that most of the laws we've become accustomed to over the last several years are now in place indefinitely, rather than reverting to 2017 law after this year.

Over the last few months, our team has been pouring appreciation, encouragement, and compassion into one another. We can do this because our clients, families, and communities have also poured into us.