Articles

How will the OBBB affect your tax rate?

Tax certainty brings peace of mind. With the passage of new legislation, top marginal rates remain at 37% – a relief for high-income earners who would have otherwise faced an increase back to 39.6%. Here’s why it matters: Certainty in a volatile tax environment Time to plan proactively with your advisors Strategies like accelerating income or deferring deductions can help you stay ahead As Ben Hoy shares in our latest video, stability today doesn’t rule out future changes. Now is the time to review your planning and make sure you’re prepared.
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Tax Relief for Natural Disaster Victims

Our firm offers essential information on disaster relief and tax benefits for individuals and businesses affected by natural disasters. Find guidance on government measures, financial assistance, and recovery resources to help you navigate challenging times.
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The Evolving Story of Qualified Small Business Stock

Qualified Small Business Stock (QSBS) shows how tax policy can drive entrepreneurship. Launched in 1993, it evolved to offer up to 100% capital gains exclusion and was modernized in 2025 to include tiered benefits and inflation-adjusted limits. Despite state-level differences, QSBS continues to support long-term investment and innovation in high-growth sectors.
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The Alphabet Soup of Business Valuations

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Ten Ways to Strengthen Your Cybersecurity Posture Right Now - Part Two

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Ten Ways to Strengthen Your Cybersecurity Posture Right Now - Part One

Understanding today's cyber-threats and protecting yourself doesn't have to be overwhelming. There are some simple, common-sense steps that you can take, both in your business and personal lives, that will make you immeasurably safer. Here are two strategies you can apply immediately to harden your cybersecurity posture.
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