Author Archives: Scott Roundtree

Your OBBBA Year-End Playbook 2025

Key Takeaways for OBBBA Your 2025 Tax Strategy Window Is Closing Fast With just weeks...

Estate Tax Law Sunsets December 2025: Build the Right Estate Planning Team Now to Protect Your Wealth

As we approach the end of 2025 (which will be here before we know it!),...

Estate Tax Law Changes in 2026 May Impact Your Taxes A LOT—Gift Now!

The Lifetime Gift Tax Exemption is scheduled to be cut in half in 2026. It...