December Newsletter

December Newsletter

Business Insights December is an important month for business owners. With year end officially here and the holidays in full swing, this is the best time to wrap up loose ends and make sure your financials are ready for a smooth start to the new year. Use this time...
Understanding the New Trump Accounts

Understanding the New Trump Accounts

Beginning in tax year 2025, the One Big Beautiful Bill Act (OBBBA) introduces a new type of “IRA” called Trump Accounts. These accounts are designed to help children begin building long-term, tax-deferred financial security before they reach adulthood....
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