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Filing your taxes isn’t the finish line — it’s the start of strategic planning, says &Partners
&Partners reminds advisors and their clients that tax season doesn’t end with filing, it marks the start of strategic, long-term planning.
The advisor advantage in an AI-driven world
Human advisors deliver the trust, empathy, and strategic thinking clients want — and technology can help make them better at it.
The QBI deduction isn’t a tax strategy — it’s an advisory strategy
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.
What the OBBB tax law means for you — and how to make the most of 2025 and beyond
The new law brings clarity, new deductions, and time-sensitive opportunities.
Insights
How strategic asset location can make a portfolio more flexible and resilient
Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.
Women are inheriting the wealth. Is the industry ready?
Kristi Mitchem explores why structural barriers continue to limit women advisors’ entry and success in wealth management.
2026 tax quick reference guide
A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.
&Partners in the news
Filing your taxes isn’t the finish line — it’s the start of strategic planning, says &Partners
&Partners reminds advisors and their clients that tax season doesn’t end with filing, it marks the start of strategic, long-term planning.
&Partners announces 21 advisors named 2026 Forbes Best-in-State Wealth Advisors
We are proud to celebrate financial advisors recognized for their leadership, strong client relationships, and commitment to delivering timely advice.
&Partners flags college pipeline gap in push for more women advisors
Kristi Mitchem shares with InvestmentNews what it will take to bring more women into wealth management.
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