IRS Notice CP53E may seem alarming, but it is often informational. Learn why the IRS may request updated direct deposit information and how to protect yourself from scams.

In this Wisdom & Wealth session, Alan Hensley, CFP® breaks down important retirement and tax planning changes coming in 2026, highlighting emerging opportunities, and shares practical strategies to help you plan with clarity and confidence.

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces major updates to the U.S. tax code—from expanded deductions to permanent TCJA provisions. Learn what’s changed, what it means for you, and download our new OBBBA tax guides.

Thanks to the One Big Beautiful Bill Act, Washington residents may now deduct up to $40,000 in state and local taxes. For homeowners and big-ticket purchasers, itemizing could save more than the standard deduction. Here’s what you need to know.

This quarter, Financial Insights explored essential estate administration steps, examined how the 2025 One Big Beautiful Bill Act impacts Roth conversions, and celebrated Jordan Ford for earning her IACCP® designation. Together, these updates reflect our dedication to guiding clients with clarity, confidence, and integrity.

If you missed our most recent Wisdom & Wealth educational webinar on May 21, 2025, you can watch the video below. This session features Amanda Nathan and Keara Bennett from Gordon Thomas Honeywell LLP as they discuss navigating estate transitions—and what no one tells you.