Trump's "One Big Beautiful Bill," recently signed into law, overhauls the federal tax code and reshapes how high earners ...

New World Wealth data shows the UAE, Italy, and Saudi Arabia rising fast as millionaire migration hubs.

The legislation included multiple NAR-championed provisions designed to support homeownership, drive investment in housing supply and strengthen the real estate economy—a sector that accounts for ...

You may also be able to strategically position your income to avoid the IRMAA surcharge altogether. Utilizing full or partial ...

Key Points Firmwide revenue climbed 12.9% in Q2 2025, driven by a strong rebound in Capital Markets and record asset levels in Wealth Management. Net income more than doubled to $21.7 million, with ...

Maxed out your 401(k) contributions, but still want to tuck away money for retirement? Here are seven ways you can take ...

Many of them won't know what to do with it. How do they even begin to manage their inheritance - to make tax-smart decisions and invest wisely? "Receiving an inheritance can be an emotional time," ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

In the months preceding the general election in 2024, the owners of many closely held businesses who had not yet given much thought to the ...

Deductions Effective Now Practitioners are particularly enthused about the higher limit for the itemized deduction for state and local taxes. The SALT cap has been upped to $40,000 starting this year ...

Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.

Many retirees are shocked by unexpected tax bills. Learn how Social Security, RMDs, and investments can impact your ...