News + Insights

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...

To help make sure you don’t miss any important 2026 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are due. Please review the calendar...

Do you operate a business as a partnership, a limited liability company (LLC) treated as a partnership for tax purposes or an S corporation? In tax lingo, these are called “pass-through”...

If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make it...

Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their homes or personal property. The One Big Beautiful Bill...

With 2025 in the rear view mirror and the tax filing deadline on the road ahead, it’s a good time for businesses to start gathering information about their deductible expenses...

Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability that’s similar to saving for college expenses with a Section 529 plan?...

S corporation structure provides most of the tax benefits of a partnership plus the liability protection of a corporation. But because of the strict requirements that apply to these entities,...

On December 18, 2025, President Trump signed an executive order. It directed the Department of Justice to expedite rescheduling marijuana from Schedule I to Schedule III under the Controlled Substances...