Tax

The One Big Beautiful Bill Act (OBBBA) introduces critical limitations on charitable deductions starting in the 2026 tax year, primarily affecting high-net-worth individuals

The end of the year is a key time to make tax-smart moves

The California Franchise Tax Board (FTB) made significant revisions to the state’s market-based sourcing regulation for the apportionment of sales

The tax treatment of research & development (R&D) expenses has been a significant challenge for businesses in recent years

Since spring 2025, the IRS has been expanding its Individual Online Accounts, making it easier for taxpayers to access important documents

https://windes.wistia.com/medias/28my65z4c3?embedType=web_component&seo=true&videoWidth=960   Unexpected events can disrupt even the best financial plans

https://windes.wistia.com/medias/69gsf4080l?embedType=web_component&seo=true&videoWidth=960   Market conditions can shift quickly, and the right mix of investments can make the difference between stability and uncertainty

Senate Bill 167, signed into law on June 27, 2024, dramatically reshapes California's oil and gas tax landscape, implementing stringent new provisions for the industry

https://windes.wistia.com/medias/pn4n21f8he?embedType=web_component&seo=true&videoWidth=960   Holistic financial planning is about more than just investments