The "One Big Beautiful Bill Act," signed into law on July 4, 2025, is a sweeping, nearly 900-page budget reconciliation and tax package. It extends major tax cuts, restructures elements of federal spending, overhauls regulations, and introduces new incentives—making it one of the most consequential ...

 “It’s Not How Much You Make, It’s How Much You Keep.”
— Robert Kiyosaki (Rich Dad, Poor Dad author)

One issue we’ve encountered over the past few years of strong market returns is the accumulation of embedded unrealized gains in taxable accounts. Remember, each year, a taxable account incurs...