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When the One Big Beautiful Bill Act (OBBBA) became law in July 2025, the headlines focused on infrastructure spending and sweeping tax reforms. Yet for business owners, the most immediate effects stem from smaller but meaningful tax adjustments: the reinstatement of 100% bonus depreciation, the return of immediate expensing for research and experimentation (R&E) costs, higher Section
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven’t always kept up with events, so a figure from a multi-family office argues. The following article has been written by Sharon Olson (pictured),
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy
