In 1789, Benjamin Franklin wrote “In this world, nothing is certain except death and taxes.”  Today he might add, “and Congress will continuously change the

by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Traditional finance assumes people make rational decisions. However, real-world financial decisions are often influenced

Once again, the Corporate Transparency Act (CTA) enforcement has changed. They previously announced a filing deadline of March 21, 2025 for most companies, while also

by Chris McGraw, JD, LL.M., Senior Wealth Strategist IntroductionAn old wealth management saying, “it is not what you earn, it is what you keep,” often