What the “One Big Beautiful Bill” Means for Healthcare Practices: A Financial Advisor’s Perspective 

by Don Breckenridge | Jul 9, 2025

< Back to the Insights Gallery What the “One Big Beautiful Bill” Means for Healthcare Practices: A Financial Advisor’s Perspective  Published on On July 4, 2025, the “One Big Beautiful Bill” was officially signed into law, marking one of the most...

The Savings Formula: Striking the Balance Between Spending, Saving, and Investing

by Don Breckenridge | May 14, 2025

< Back to the Insights Gallery The Savings Formula: Striking the Balance Between Spending, Saving, and Investing Published on In recent years, the constantly shifting economic landscape—marked by rising inflation, changes in interest rates, and unpredictable...

BOI Reporting Overhaul: Relief for U.S. Entities and Stricter Scrutiny for Foreign Counterparts

by Don Breckenridge | Mar 26, 2025

< Back to the Insights Gallery BOI Reporting Overhaul: Relief for U.S. Entities and Stricter Scrutiny for Foreign Counterparts Published on The Financial Crimes Enforcement Network (FinCEN) recently introduced a major overhaul to the Corporate Transparency Act...

Staying Ahead: How AI and Social Media Are Transforming Tax Scams

by Don Breckenridge | Mar 24, 2025

< Back to the Insights Gallery Staying Ahead: How AI and Social Media Are Transforming Tax Scams Published on Tax season is a time of year that many people dread. It's stressful enough to gather all the necessary documents and ensure everything is filed correctly,...

Tax Fraud Prevention in an Uncertain IRS Environment: What You Need to Know

by Don Breckenridge | Mar 6, 2025

< Back to the Insights Gallery Tax Fraud Prevention in an Uncertain IRS Environment: What You Need to Know Published on Tax Fraud Prevention in an Uncertain IRS Environment: What You Need to KnowTax scams continue to evolve and grow more sophisticated each year,...