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2025 SALT Cap Changes: What to Know Before You File in 2026

The passage of the One Big Beautiful Bill introduces meaningful changes to the federal tax landscape—and one of the most impactful updates for individual taxpayers is the adjustment to the State and Local Tax (SALT) deduction cap. While many people are hearing about these changes during the 2026 tax filing season, it’s important to clarify […]
January 22, 2026
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January News To Know

Dear Clients & Friends, Welcome to 2026! We’re thrilled to kick off the year from our new home at 10 Parkway North, Suite 200, Deerfield, IL 60015. Tax season is underway—you’ll soon receive your Client Collaboration HUB invite for TY 2025 along with your organizer (via Portal or mailed paper, based on your preference). Don’t […]
January 13, 2026
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November News To Know

Dear Clients & Friends, With planning season upon us and year-end approaching, now is the perfect time to get ready for your 2025 tax filings. If you’ve experienced any significant changes this year, let’s connect and make sure you’re well-prepared for what’s ahead. Individual Changes If you experienced any significant life changes in 2025—such as […]
November 4, 2025
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The Big Beautiful Bill Part Two: Individual Planning Opportunities Under the New 2025 Tax Law

The “One Big Beautiful Bill Act” is now law, introducing significant and impactful tax changes that will affect individuals and businesses nationwide. In our first blog, we broke down the big-picture implications: what’s changing and why it matters. Now, in Part Two, we’ll focus on individual planning opportunities. While the law is designed to simplify […]
November 3, 2025
8 MIN READ
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October News To Know

Dear Clients & Friends, As we move into the heart of fall, our team is ready to assist you in finalizing your 2024 tax filings. The individual tax extension deadline is approaching on October 15, 2025. If your return is on extension, we encourage you to submit any outstanding tax documents as soon as possible to […]
October 1, 2025
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September News To Know

Dear Clients & Friends, September is here—and so is extension season. If your return is on extension, please send any outstanding documents now to keep filing smooth and on time. How to Send Documents (Securely) Upload via the Client Collaboration HUB, Client Portal, or ShareSafe. Our team can help if you need access or a […]
September 9, 2025
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