09
Oct
Employee Spotlight: Kari Costamagna, Principal
Meet Kari Costamagna, a Principal at our firm whose leadership and dedication make an impact daily. Kari leads with heart and a commitment to teamwork and growth across the firm. W
09
Oct
Plan Now For the 2027 Revival of Opportunity Zone Investment Tax Breaks
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced Opportunity Zones to foster economic development in underserved communities while offering significant tax incentives to investo
09
Oct
Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning. These changes present new opportunities for taxpayers.
09
Oct
Occupations Qualified for Tip Deduction Released
On September 2, 2025, the Treasury Department released a draft list of 68 occupations eligible for the new “no tax on tips” deduction. This deduction is part of the