In this month’s Client Line Newsletter, several pertinent topics are covered:
- Just as larger corporations do, self-employed business owners, freelancers, and gig workers need to engage in strategic tax planning to minimize liability and maximize savings.
- In 2026, OBBBA may allow you to deduct qualified mortgage insurance premiums for home acquisition debt.
- Before selling assets to fund your bucket-list dreams, consider both the financial and emotional implications.
- You’re familiar with prenuptial agreements. But what if you don’t have one and your circumstances change? A postnuptial agreement may be in order.
- A new fair market value is established for assets received after a donor’s death—a step-up in basis—but there is no step-up in basis for gifts received during a donor’s life.
- Under OBBBA, full expensing of domestic R&D expenses is made permanent.
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