3 min read
Chelsey Frate: September 4, 2025 9:00 AM
After years of hard work building your business, the last thing you want is uncertainty when you step away. Yet, many business owners face this due...
2 min read
Chelsey Frate: September 5, 2024 5:00 PM
In Part 1 of this series, we reviewed the key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and examined their potential impact on American...
2 min read
Chelsey Frate: August 7, 2024 2:00 PM
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced numerous benefits to U.S. tax law but are set to expire at the end of 2025. Families might be...
2 min read
Chelsey Frate: July 10, 2024 2:00 PM
Tax loss harvesting is a powerful strategy that, while commonly associated with annual tax planning, can also play a crucial role in long-term estate...
3 min read
Chelsey Frate: June 5, 2024 2:00 PM
Estate and tax planning are crucial items to complete as part of a family's financial plan. It is a topic that crosses everyone's mind but gets...
4 min read
Chelsey Frate: November 7, 2023 12:00 PM
In an investment landscape where prudence dictates diversification, having a concentrated stock position can appear as a double-edged sword. On one...
