This past summer, as the United States of America was celebrating its birthday, tax reform legislation was passed through the One Big, Beautiful Bill, Act. With nearly 1000 pages and over a hundred provisions The One, Big, Beautiful Bill has a significant effect on federal taxes, credits and deductions.
As 2025 comes to a close, we’re proud to reflect on a year of meaningful growth — for our clients, our community, and the WAA team. Our mission remains the same: to help business owners and founders actualize their legacies – making clear financial decisions, creating long-term value, and building businesses positioned for exit.
The final stretch of the year often brings both opportunity and overwhelm for business owners. Here's how to keep your finances in check to finish strong.