On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act” (H.R.1), While over 900 pages, the following summary address…

Key considerations and opportunities for founders, early adopters, and C-suite executives: Executives often have greater potential and opportunity to…

Whether you are a new parent looking to provide for your child’s college education or you are thinking about going back to school yourself, with some…

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes at a cost.Building and running a su…

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…

Private equity (PE) professionals often require unique and innovative financial instruments to help offset long-term tax liabilities and the gains ac…