Recent Insights
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The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
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Michael Walsh
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Karen Ross, EA
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
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Collaborative Divorce: Navigating Legal and Financial Decisions with Clarity
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Roxanne Alexander
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Adam B. Cordover
Divorce can be one of life’s most challenging transitions, affecting both emotional well-being and financial stability. How the process unfolds can influence your future for years to come. Collaborative divorce offers an approach that emphasizes clarity, control, and cooperation. While it may not be right for everyone, it provides a structured path for families who…
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Giving Back—and Giving Forward: A High-Level Look at Charitable Lead Trusts
For families and individuals who want their wealth to reflect their values, estate planning is about more than numbers—it’s about purpose. Many seek ways to have a lasting philanthropic impact while also ensuring their loved ones are supported for generations. A Charitable Lead Trust (CLT) is one strategy that can help accomplish both. Real-Life Scenarios:…
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Talk Your Chart | Artificial Intelligence, Global Markets, And What Really Drives Returns | Ep. 73
In Episode 73 of Talk Your Chart, Marcos and Brett begin by diving into the ongoing debate about Artificial Intelligence (AI) and its potential as a market bubble. They explore the real-world implications of AI for the economy, industries, and global markets. Drawing on historical market comparisons, such as Alan Greenspan’s 1996 warning about “irrational…
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Heads or Tails: Navigating Pet Custody During Divorce
Divorce is rarely easy, and when pets are involved, it can become even more emotionally complex. For many couples, deciding who gets custody of a pet can be as heart-wrenching as dividing financial assets or determining child arrangements. Legally, pets are considered property in most states—but emotionally, they’re often family. That disconnect between law and…
