. From value creation to exit planning, we help our clients prepare for meaningful milestones—not just with dreams, but with data. Because honoring the rhythm of your business also means planning for the future you want to create.

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.

Learn how you can give back while optimizing your charitable actions for your business. Plus, a look into how our team members give back.