Sprint 2025

What’s happening at Three Oaks

David Goes the Distance!
Congrats to David for conquering the Mendocino Coast 50K! 31 miles of tough trails — and he crushed it, finishing 35th overall!

Coming Soon: Our First Virtual Town Hall of 2025!
We’re excited to announce that our first virtual town hall of the year, 2025 Proactive Tax Planning, will be held in late May or early June. Keep an eye out for more details in your inbox.
Let us know if you’re interested! 

Industry Updates

  • 2025 Proactive Tax Planning: Have Foreign Bank Accounts? You might need to file an FBAR. TCJA sunsetting? Let’s take a look at potential changes coming.
  • Ranking the World’s 20 Largest Economies: Tariffs are dominating the news. See how the Global Economy currently stacks up.
  • Tactical Strategy Spotlight: In today’s policy-driven market, staying nimble is key. We share how our tactical investment approach is built to protect downside, use cash strategically, and stay invested in strength, especially during volatile times.

Mark Your Calendars

Important dates you should know:

  • IOur offices will be closed in observance of the following holidays:
    • Memorial Day, May 26th
    • Juneteenth, June 19th
    • Independence Day, July 4

Need Something to “Geek Out On”?