5 min read
2026 Charitable Deduction Rules: Obstacles and Opportunities
Do you regularly donate to charity? In the past, you may have derived generous tax benefits for your contributions...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
5 min read
Jan 29, 2026
Do you regularly donate to charity? In the past, you may have derived generous tax benefits for your contributions...
8 min read
Jan 27, 2026
Although many provisions of the One Big Beautiful Bill Act (OBBBA) took effect in 2025, additional changes began in...