September 3, 2026

The SALT deduction cap is $40,400 for 2026. In Texas that line is entirely property tax — we have no…

August 27, 2026

Nonqualified deferred comp enrollment usually opens in the fall, and whatever you elect for 2027 pay has to be irrevocable…

August 20, 2026

The surcharge is a cliff, and Medicare sets it from the tax return you filed two years ago. What that…

August 16, 2026

Royalty and mineral interests qualify for a like-kind exchange — but inherited minerals often carry little or no recapture, and…

August 6, 2026

Every high-net-worth family we work with hits the same question eventually: pay cash for the big purchase, or finance it?…

July 28, 2026

This is the busiest week of earnings season. Microsoft and Meta report Wednesday, Apple and Amazon Thursday. Between them —…

July 23, 2026

Wall Street will spend next week glued to the Fed’s July 28-29 meeting, where the most likely outcome is nothing…

July 14, 2026

Crude hit a one-month high this week — WTI near $80, Brent around $85 — after fighting between the U.S.…

July 7, 2026

Google logged more than 20,000 searches this week for “warren buffett stock market warning” — search interest up 800%. The…

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