Resource Center
W&D provides insight on best practices, industry trends, accounting and tax changes and management advice as a key component of client service.Resource Center
W&D delivers timely information in a variety of formats including TIE (The.Idea.Exchange) Blog, e-newsletters, alerts, live and on-demand webinars, industry briefings, round tables and our popular Connections events.
Search OBBBA Resources
NEW! OBBBA Resource Center
The One Big Beautiful Bill Act (OBBBA)—signed July 4, 2025—brings major tax changes for businesses, individuals, and nonprofits. For plain-English updates, webinars, and practical tools, visit our OBBBA Resource Center to see what’s changed and what to do next.
The Idea Exchange Blog
Four Financial Questions to Ask Right Now
Tax season is the perfect time to review your finances. Ask these 4 key questions to optimize withdrawals, Roth conversions, Medicare & Social Security.
SALT Deduction Boost for 2025 Returns
If you have high state and local tax expenses but have been claiming the standard deduction in recent years, it’s time to revisit itemizing.
How the new Trump Accounts for children will work
Learn how Trump Accounts work, including eligibility, contribution limits, tax benefits, and how families can save for a child’s future.
Upcoming + On-Demand Events
[On-Demand Webinar] OBBBA for Business: What You Need to Know
On-demand webinar recording: Learn how OBBBA impacts your business, including tax changes, incentives, and strategies to maximize 2025 savings.
[On-Demand Webinar] OBBBA for Individuals: What It Means for You
On-demand webinar recording: Learn how OBBBA impacts individual taxes, new deductions, TCJA extensions, and 2025 planning strategies.
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