News + Insights

Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are...

One of the most expensive mistakes in startup equity is exercising options too late. Not because the company failed or the exit disappointed, but because the tax dominoes fell all...

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain...

Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax. One tax credit that...

If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in...

Wednesday, February 25, 2026 12 to 1 p.m. CT   How can you maximize your investments and retirement accounts while managing taxes effectively? Are you looking for ways to reduce...

Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose, permission, and...

Did your business make repairs to tangible property, such as buildings, equipment or vehicles, in 2025? Such costs may be fully deductible on your 2025 income tax return — if...

How do you create a mindset that helps you make smarter life and money decisions?  In this debut episode of Mastering the 360 Mindset, host Jon Meyer shares the philosophy...

We live in a world full of financial advice, yet many people still struggle to make decisions that truly align with their values. In the first episode of Mastering the...

Does your family business keep its strategic decisions within the family? It’s common for family businesses to assign relatives to positions of authority and require other employees to defer to...

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose...

Not all affluent families have always been affluent. Many families do not have significant wealth and financial resources until “the one” comes along and changes the financial trajectory of their...

It’s 2 a.m. and you’re staring at your ceiling. The wire transfer hits tomorrow. Or maybe it already hit yesterday and you’ve checked your bank balance seven times today, half-convinced...

The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the same time as when the agency began accepting and processing...