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  • Katie, John, Clients

    Staying Ahead of Taxes: How to Avoid Underpayment Penalties

    By Ashten Jackson on Dec 29, 2025

    Tax season may still be months away, but it’s never too early to make sure you’re on track. In this month’s newsletter, we’re highlighting how to avoid costly IRS underpayment penalties—and what…

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  • Q3 WM Spotlight

    Big Bill, Big Changes – Charitable Giving Strategies

    By Ashten Jackson on Oct 09, 2025

    The recently announced One Big Beautiful Bill Act is bringing a wave of tax changes, and charitable giving is no exception. While the details do not take effect until 2026, there are a few provisions…

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