As an investor, you may have heard of private market investments and wondered what they are and how they differ from the public markets. By their nature, private market investments are harder to...

Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...

A simple list of year-end tax planning strategies to consider before 2022

Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.

The latest updates on the American Families Plan proposal released by Congress on September 13, 2021