Dolan Capital Advisors, LLC

Insights

OBBBA Notice #5 – Schedule A Adjustments for High Income Earners

Those in the 37% income tax bracket and itemizing deductions face more adjustments in 2026.

Charitably minded taxpayers that itemized deductions may want to accelerate gifts in 2025.

Inflation data comes in lower than many economists expected yet still presents challenges.

Q3 2025 Performance and Timeline of Events

The new tax law changes how many will itemize deductions for state and local taxes (SALT).

If I only had a nickel for each alternative investment solicitor phone call I get, I’d be rich!