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How the 2025 OB3 Tax Bill Affects Retirees, Families, and Small Business Owners
The 2025 tax bill just became law, and it’s packed with changes. From retirement account strategies to small business deductions and new income tax rules, your 2025 plan may need a serious rethink. We break down what stays the same, what’s changing, and what you should be doing next.
What’s the Alternative Minimum Tax, and When Will You Have to Pay It?
Let’s take a closer look at when an AMT is triggered, the intricacies of this method, and, most importantly, how to determine whether you need to pay it.
5 Common (and Avoidable) Tax Planning Mistakes We See High Earners Making
High earners often miss out on significant tax savings by making common mistakes such as overlooking deductions and inefficiently managing investments. Our guide highlights five key tax planning errors and provides actionable strategies to help you reduce your taxable income and protect your wealth.