Mid-Year Tax Check-In: 5 Moves Before June 30 Most people don’t think about taxes until April. But if you wait that long, many of your best opportunities are already gone. The window between now and June 30 is one of the most valuable, and most overlooked, moments in your financial year. Half the year has…
SALT Deduction After OBBBA: Who Actually Benefits at $40K For the past several years, the $10,000 cap on state and local tax deductions has been one of the most consistent frustrations for clients in high-tax states. New Jersey income tax, Pennsylvania property taxes, Philadelphia wage tax. For many households, actual SALT liability was two or…
Waypoint No. 1 · May 2026 A Shetland Financial Publication Welcome to the first issue of Waypoint. As we mentioned in recent weeks, we are stepping back from weekly market commentary and toward something more useful: twice-monthly notes on the tax and planning decisions that actually move the needle. Our first issues covers Roth conversions….