OBBBA – Impact on Mergers & Acquisitions
The One Big Beautiful Bill Act (OBBBA) makes changes to the tax code which can impact mergers and acquisitions. Whether you’re looking to sell your business or expand by acquiring one, the OBBBA has provisions which can benefit you. A few points of interest: Business Interest Deductibility Under the Tax Cuts and Jobs Act (TCJA) […]
Stressed Over the Market? Having a Good a Financial Advisor Helps Reduce That Stress!
Well, the market has certainly been showing some volatility these days, hasn’t it? And no wonder! We have a new Administration taking unprecedented actions. Tariffs imposed on imports and reciprocal tariffs imposed by affected nations. Trade deals have been struck, but it’s a roller coaster, isn’t it? Whether these events will ultimately prove good or […]
When to Trust Your Gut – and How to Listen to It
I once heard a story about a woman addressing a group; her subject was gut instinct. One day, she was leaving her house for a busy morning. As she locked her door, something told her she’d better go back and unplug her old toaster. But she was running late and had left the toaster plugged […]
Q3 Is Your Secret Weapon as a Business Owners – Don’t Waste It!
The end of any year’s second quarter marks a lot of things which don’t directly have to do with business. The kids are out of school, maybe off to summer camp, maybe not. Either way, isn’t a summer vacation just what we need? By all means, go for it! Carpe diem! . But when you return, […]
One Big Beautiful Bill: New Tax Law!
The One Big Beautiful Bill Act (OBBBA), signed by President Trump on July 4, 2025, makes sweeping changes to the tax code, though some of the provisions merely make permanent items from the Tax Cuts and Jobs Act (TCJA) of 2017. The bill touches almost every aspect of taxation; we can’t cover them all, but […]
2025 Tax Changes for Louisiana!
In December of 2024, Governor Jeff Landy signed into law a legislative package comprising numerous bills and making sweeping changes to the Louisiana tax code and its applications to both individuals and corporations. Some of the more significant highlights include: Individual Income Taxes The three-tier calculation (1.85%, 3.5%, and 4.25% for tax years 2022 through […]
One Big Beautiful Bill: Proposed Senate Changes to House Tax Provisions
On Monday, June 16, 2025, the U.S. Senate Finance Committee (Committee) released its preferred vision of proposed tax changes for the budget reconciliation bill Congress hopes to pass by July 4, 2025. The Senate is considering preparing its own version of the reconciliation bill, in compliance with rules and criteria which would exempt the bill […]
Jazz Fest 2025 – Attendance Was Down, But the Music Lifts Us All Higher!
Many have noted the downtick in attendance at this year’s Jazz Fest―especially the first Thursday and Friday. Overall attendance was about 460,000, down from last year’s total of around 500,000. But last year offered The Rolling Stones’ first-ever appearance at the festival. It was also lower than 2022’s 475,000 tally, but that followed two years […]
Revised House Reconciliation Bill = Tax Benefits!
As we discussed last week, early on the morning of Thursday, May 22, 2025, the U.S. House of Representatives (House) narrowly passed, by a vote of 215-214, a revised reconciliation bill, which will now go to the U.S. Senate. To get the revised bill passed, the House waived a clause in its rules which requires […]
Real Estate Investors Benefit via New House Reconciliation Bill’s Tax Changes
Early Thursday morning, May 22, 2025, the U.S. House of Representatives (House) passed, by a vote of 215-214 (quite the squeaker!), a revised 2025 reconciliation bill, incorporating changes to the tax code from the House Ways and Means Committee, Budget Committee, etc. The House bill will now proceed to the U.S. Senate. Most of the […]