Discover how capital gains taxes are calculated, when you’ll encounter them, and how to deal with them.

Explore the key changes in the 2025 One Big, Beautiful Bill Act (OBBBA) tax law—including permanent tax cuts, expanded deductions, and more.

The Social Security Fairness Act repeals WEP and GPO, restoring full benefits to millions of public-sector retirees. Learn how this historic change impacts your Social Security payments, taxes, and retirement planning.

In this webinar that originally aired on November 14, 2024, Wealth Enhancement Tax Director Angelica Gumabon discusses some high-level tax strategies to consider as we approach the end of the year, including:

Getting married is a significant life transition. Lifestyle, time commitments, and long-term priorities can all shift when you tie the knot. And the same is true for finances—especially how you approach taxes. There are many tax advantages of marriage. Here are some of the top points our Roundtable™ team speaks to clients about when they decide to get married.