OBBBA Tax Changes 2025: How High-Income Self-Employed Households Can Avoid the 45% Tax Trap
Households earning $500K–$600K could face an effective federal tax rate of 45% in 2025 under the new OBBBA rules. Learn how self-employed professionals can protect their deductions—and their wallets—using smart tax planning strategies like solo 401(k)s, defined benefit plans, and income timing.
Case Study: How One Son Helped His Parents Regain Control of Their Finances — and Protect Their Legacy
When Peter noticed bills piling up at his aging parents’ house, he stepped in to help manage their $20M estate. Learn how our team helped consolidate over 15 accounts, streamline RMDs and taxes, and preserve the family’s legacy through smart financial caregiving.