OBBBA: Qualified Small Business Stock Strategy

The 2026 tax filing season brings several significant changes that could affect your refund timeline and filing approach. Between IRS staffing reductions, new postal service postmark rules, and a transition to electronic payments, taxpayers who wait until April to file or who rely on paper submissions may face unexpected delays and penalties. The good news? With a few proactive steps—filing electronically, mailing early, and setting up direct deposit—you can avoid these pitfalls and ensure a smooth filing experience.

529 plans offer more than just tax-free college savings. From funding K-12 tuition to repaying student loans and even reducing estate taxes, these versatile accounts provide powerful benefits that many families overlook. Learn how to maximize your education savings strategy with step-by-step guidance on setting up, funding, and managing 529 plans for your children or grandchildren.

The statistics are sobering: 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Yet despite these well-documented trends, most affluent families continue to focus primarily on tax optimization and asset protection while neglecting the most critical element of successful wealth transfer: preparing the next generation to be responsible stewards of family assets.

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.

Big changes. Bigger tax opportunities.
See how recent updates to QSBS under the One Big Beautiful Bill Act could unlock significant tax savings for qualifying entrepreneurs and investors.

Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you’re building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.

The One Big Beautiful Bill Act is redefining tax planning for middle-market businesses. Discover the five key changes impacting decisions today and shaping strategies for the future.

Smart planning starts with understanding QSBS

Understand how the One Big Beautiful Bill Act reshapes Opportunity Zone incentives and what it means for your investments.

The landscape of individual tax planning is evolving. Explore the key deduction and estate planning changes that may affect you.