William Blair’s addition of Paul Ordinario as managing director, south regional sales manager, and Chris Stella as managing director in equity institutional sales garnered media coverage in several financial services sector publications.
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Your Estate Plan – Capture the Golden Opportunity Before It Sunsets
Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
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Economics Weekly: Debt, Tariffs, and Tax Cuts
In this Economics Weekly, we again examine the tariff question, but home in on how it relates to the market’s next major hurdle, which is extending the 2017 tax cuts, and the ultimate goal of all these changes, which is to bring down debt and restore confidence in U.S. public finances.
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