Insights and Resources

The Critical Role of Early and Strategic Retirement Planning: Maximizing Your Financial Future

The Critical Role of Early and Strategic Retirement Planning: Maximizing Your Financial Future

Retirement may seem distant for some and dauntingly close for others, yet few financial priorities are as consequential, life-defining, and complex. In a landscape marked by longer life expectancies, evolving government benefit structures, and volatile markets, the capacity to proactively plan for retirement is no longer optional—it’s essential for enduring security and peace of mind.

House reconciliation bill: AICPA’s concerns over some proposals

House reconciliation bill: AICPA’s concerns over some proposals

The House’s One Big Beautiful Bill Act introduces tax changes that could impact pass-through entities and professional service providers. With concerns from the AICPA about potential complexities and unfair advantages, the bill is under Senate scrutiny. Discover the implications for tax planning and compliance and what stakeholders can do as the legislative process unfolds.

Breaking down the April budget resolution and the House-passed reconciliation

Breaking down the April budget resolution and the House-passed reconciliation

Congress is paving the way for sweeping tax changes with the passage of the 2025 budget resolution and a new House reconciliation bill. From bonus depreciation and R&D expensing to the fate of TCJA provisions, the coming months could reshape tax planning for businesses and individuals alike. Read on for a breakdown of key proposals and what they could mean for your bottom line.