In September, the IRS issued final regulations related to mandatory Roth catch-ups. Beginning in 2026, those with FICA wages exceeding $145,000 will be required to make catch-up contributions on a Roth, rather than a pre-tax, basis. We've created a client alert to help explain what this may mean for high earners participating in 401(k), 403(b), and 457(b) plans.

It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners. Here are five specific changes to pay close attention to.

While the new senior deduction offers a potential tax benefit to eligible taxpayers through 2028, the deduction may reduce income tax revenue to the Social Security trust funds.

One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

H.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax provisions on June 16, 2025.

This graphic compares S&P 500 sector returns in 2024, along with each sector's weight in the index.

Section 109 of the SECURE Act 2.0 introduces significant enhancements. 

Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...

Decisions, Decisions: Choosing Among Retirement Plan Contribution Types

Sara Stiles invites real estate experts, Vinny Monarez and Kim Martin, to help her discuss how real estate fits into financial planning.

The transfer of a business doesn’t have to be complicated for closely held businesses. Nor does it have to be so expensive.