The SALT Cap Is Changing
If you’re a high-income earner in a state like New York, California, or New Jersey, the changes to the State and Local Tax (SALT) deduction in the new “One Big Beautiful Bill” are among the most important financial developments for you in years. While the headline news is the temporary increase of the individual SALT […]
Beyond Tax Day: Proactive Tax Planning for Your Practice and Portfolio
For high-income professionals, tax efficiency isn’t just a year-end task; it’s a year-round strategy. A proactive plan that integrates your personal investments with your practice’s financial structure can reveal significant opportunities for tax optimization that are often missed. We explore key considerations, from retirement plan maximization to entity structuring, that help ensure you keep more […]