As global trade becomes increasingly intertwined with political agendas, tariffs are emerging as a central tool of negotiation and leverage. The incoming administration of President Trump signaled a paradigm shift in how the U.S. engages with its trading partners, favoring tariffs as a go-to mechanism for addressing trade imbalances, protecting
As we navigate the mid-point of 2026, the American financial landscape is witnessing an unprecedented phenomenon: the “Great Wealth Transfer.” Estimates suggest that over $84 trillion will transition between generations over the next two decades. For high-net-worth (HNW) individuals with assets exceeding $1 million, this transition represents both a profound
The three takeaways in this article: What you can expect regarding the Increase Capital Gains Rate How Estate Planning & Gifting will change next year How to use Tax Credits for parents and children While I was out to lunch with Sue, a small business owner in the Event Planning
