Beginning in 2018 under the Tax Cut and Jobs Act of 2017 and continuing under new provisions in the One Big Beautiful Bill Act (OBBBA) of 2025, an individual taxpayer (and certain trusts and estates) may claim an income tax deduction equal to 20% of the taxpayer’s allocable share of qualified domestic business income (QBI) […]

Setting and Targeting Investment Goals Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible. For instance, you know you want to retire, but when? You know you want to send your child to college, but to an Ivy League school or to […]

Taxing Social Security Benefits: Clearing the Confusion When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some confusion in messaging from the Social Security Administration about taxation of benefits.1–2 Here is an overview that may help clarify any questions you have about the new law and taxing Social […]