BLS Insights

Category: High Net Worth

It’s not too late for 2024 tax considerations

November 25, 2024

Many of the Tax Cuts and Jobs Act provisions are set to expire at the end of 2025, absent congressional action. However, with President-Elect Donald Trump set to take power … Continued

Learn More >>

How much can you contribute to your retirement plan in 2025?

November 21, 2024

The IRS has issued its 2025 inflation-adjusted contribution amounts for retirement plans in Notice 2024-80. Many retirement-plan-related limits will increase for 2025 — but less than in prior years. Thus, depending … Continued

Learn More >>

Apply Now

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!