Taxes, Team Growth & What's Coming Next — Louis Tyson Returns

Louis Tyson, our in-house tax analyst, is back with Adam to break down all things' taxes—from QCDs to Trump's Big Beautiful Bill and what it really means for you. They also talk about how our tax team has doubled in size (yes, Adam handed over two of his best people), why that matters for clients, and why now is the time to start planning with us before tax season hits.