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As you prepare your documents for the 2025 tax season, in an effort to save you and your CPA some frustration, we advise caution about filing your taxes early and suggest delaying until April 1st. This will save you the inconvenience of potentially amending your return if 1099s are revised. Due to the complexity of our
When Congress passed the One Big Beautiful Bill Act (OBBBA) in July 2025, most headlines focused on its sweeping fiscal changes. Yet tucked inside the legislation was one of the most significant shifts for entrepreneurs and investors in decades: a major update to Section 1202 of the Internal Revenue Code, the section governing qualified small business stock
LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased to bring you a few of the key highlights today. The year 2025 offered a clear illustration of today’s prevailing market regime — one that
