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 Matt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax returns and maximizing QBI deductions. &Partners Leader of Advanced Planning Matt Doran joins Steven A. Jarvis, CPA, on the Retirement Tax Services podcast for a lively conversation about intentional tax planning. The discussion revolves around the benefits…

Ask any happy retiree what they love most about this stage of life, and you’ll rarely hear them talk about their daily routine. They’ll talk about the Tuesday afternoon they drove three hours to see an old friend, the impromptu dinner with neighbors who texted at 5 p.m., or the morning they decided to skip…

If you’re a parent or grandparent reviewing child savings account options, you’ve probably heard about Trump Accounts. Created under the One Big Beautiful Bill Act and signed into law in July 2025, they’re a new federal investment vehicle for children, with a notable hook: a $1,000 government seed deposit for eligible newborns.5 The question worth…

Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.

Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.

&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap.

Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of…

There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…

Following U.S. military strikes on Iran, our investment team outlines three key investment implications.

Following the U.S. Supreme Court’s tariff ruling, here’s how our investment team is assessing the market implications.