Advisory Insights
Thoughtful guidance for complex financial lives.
Our insights are designed to help individuals and business owners navigate an evolving tax landscape with clarity and confidence. We share timely perspectives, planning considerations, and strategic observations to support more informed financial decisions.
Explore our latest articles below.
Smart Year-End Crypto Tax Strategies for 2025
Reduce your 2025 crypto tax bill with smart year-end strategies — loss harvesting, donations, gifting, and self-directed accounts.
Crypto Strategies for 2025
2025 brings new opportunities and challenges for cryptocurrency investors. Discover four powerful strategies to reduce tax liabilities, including loss harvesting, donating or gifting crypto, and using self-directed accounts. Proactive tax planning is key—learn how to keep more of your profits.
New Reporting Requirements for Digital Assets
New tax reporting requirements are coming for digital assets like Bitcoin, NFTs, and Stablecoins. Starting with the 2025 tax year, digital asset brokers must report transactions to the IRS using Form 1099-DA.