What Are Trump Accounts?
A new investing tool for families is on the horizon. Discover how Trump Accounts can help build long-term wealth for children through early contributions and compounding.
Episode 264 – The One Big Beautiful Bill Act: Key Provisions to Know
2025 tax planning just got a lot more interesting. The One Big Beautiful Bill Act (OBBBA) could impact everything from SALT deductions to new savings accounts for kids. Tune in as Marc Bautis and John Williams break it down and highlight planning opportunities.