February 17, 2026/Tax, Family Wealth, Financial Planning
New Tax-Advantaged Savings Opportunity for Children: Trump Accounts
Below is a high-level overview of the new tax-advantage investment account designed to help children begin building savings and investment assets from an early age. As always, if you’d like to talk further about how this can fit into your existing tax planning strategy, please reach out to your SL contact. What are Trump Accounts? […]
February 15, 2026/Staff Spotlights
February 2026 Employee Spotlight
This month’s employee spotlight features Danielle Fiori, Client Accounting Services Supervisor. We’re shining a light on Danielle — celebrating her contributions, achievements, and the impact she has on both our clients and our Team at Smith Leonard. Read on to learn more about Danielle: What’s your favorite part of your job? My favorite part of […]
February 6, 2026/Furniture Insights
January 2026 Furniture Insights®
The general outlook for the remainder of the year has deteriorated due to concerns about future business conditions, jobs, and the political environment. Read more in our latest Furniture Insights®.