The “Big Beautiful Bill” (OBBBA) reshaped the Qualified Opportunity Zone (QOZ) program, a tax incentive first introduced in 2017 to encourage investment in designated low-income communities. While the original program was set to expire in 2026, OBBBA created a more permanent version starting in 2027, with updated rules and a
Life Insurance…. Let me guess, was your first thought, “are you serious?” If so, don’t worry mine was too. How could life insurance be like anything like a Roth? When I was first presented with the idea that life insurance was more than purchasing protection about five years ago, being
A fiduciary is a person or organization entrusted with the responsibility of managing assets or property on behalf of someone else. A fiduciary has a legal obligation to act in the best interest of their client or beneficiary and to exercise a high level of care and diligence in carrying
