Learn more about how taking the emotion out of investing can lead to more opportunities and how partnering with a trusted advisor can make all the difference.

Ways to assess if your giving is making the impact you'd like.

Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.

Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

The Section 199A deduction, a result of the Tax Cuts and Jobs Act, is going to change the way pass-through businesses file this year. While it may provide a tax break to some businessess, knowing whether yours qualifies is a potentially complex undertaking.

Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.

Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.