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Tax season is here, and with it come some important changes that could impact your retirement savings, required distributions, and tax strategies. Whether you’re contributing to an IRA, planning for retirement, or looking to optimize your investments, it’s important to stay ahead of the latest updat...

While 2024’s changes are mostly refinements, 2025 could be a big year for tax shifts. Here’s what’s on the table: 

✅ Tax Brackets May Go Up – If Congress doesn’t act, the 2017 tax cuts expire in 2026, meaning higher tax rates for most filers. 

✅ Estate Tax Exemp...

This week, AI investors had a bit of a panic moment. The culprit? A Chinese AI startup called DeepSeek, which claims its open-source large language model (LLM), R1, can compete with OpenAI’s GPT-4, Meta’s Llama, and Google’s Gemini—but at a much lower cost. That was enough to send sto...

Every year, as December approaches, we hear a familiar story: clients want to make a meaningful donation and take advantage of the associated tax benefits, but they haven’t yet decided which charities to support. For many, Donor-Advised Funds (DAFs) are the perfect solution.

Take, for instance, a cli...

Alright, let’s talk about DeepSeek—the latest AI company that’s got everyone either panicking or strategizing. A few weeks ago, some of the biggest names in tech lost billions in market cap, and fingers pointed straight at this Chinese startup. Why? Because DeepSeek allegedly trained a cutting-edge ...