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.
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.

