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A financial advisor and new dad breaks down Trump Accounts: the $1,000 seed money, 529 comparison, Roth conversion strategy, and whether one suits your family.
Understanding Trump Accounts: A New Way to Save for Kids Read More »
Congress enacted the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. For wealthy individuals, this legislation matters because it extends many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new rules aimed at the highest‑earning taxpayers. Below is an overview of the bill, what remains the same and what changes — with a focus on estate planning, income‑tax planning and charitable strategies.
Navigating the One Big Beautiful Bill: Implications for High‑Net‑Worth Individuals Read More »
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