A New Year Reset: Personal Reflections and Smarter Wealth + Tax Moves for 2026
High-income investors face rising tax complexity in 2026. Learn tax-smart wealth strategies, retirement planning moves, Roth conversions, and key deadlines.
What do I need to know about the “One Big Beautiful Bill Act” Changes and How it Impacts Me
Signed into law in July 2025, the One Big Beautiful Bill Act (OBBBA) is one of the most sweeping tax updates in years. While it touches many areas of the tax code — from mortgage deductions to philanthropy to estate planning.
Here’s the plain-English breakdown of what’s new, what it means, and the strategies that can help you keep your tax benefits while supporting the causes you care about.