Iconoclastic Capital Management

We’re back in the gloomy NY weather after attending the FutureProof conference in sunny Miami. Updating our tech stack to be even more efficient as we speak 😆😜 shhh no one tell Steph

Teaser Alert.... You won't want to miss this 😏

Did you know Congress just passed the biggest tax overhaul since Reagan?

It's called "The One Big Beautiful Bill Act" and it changes everything. From the SALT deduction, to overtime pay, to how business owners structure their companies.

Here's what caught our attention:
💰 SALT cap jumped from $10K to $40K
👶 New "Trump Accounts" give every newborn $1,000
⏰ Overtime pay is now tax-deductible
🏢 100% bonus depreciation is permanent
📊 S-Corp vs C-Corp: the right answer just changed
🎁 New charitable giving rules reward smart "bunching"

We broke down all 6 moves in our latest blog: what they mean, who benefits, and exactly what to do next.

👉 Read it here:

The Tax War Room Continues: The New Tax Bill Nobody Read and the 6 Moves That Actually Matter for Individuals and Business Owners.

New logo, who dis? Millennial Green has a stranglehold on us

Happy New Year! Check out our top 25 things of the quarter century in the newest blog. Totally unbiased, rational and cannot be disputed. Link in bio

We recently conducted a brand strategy overhaul that involved a blind panel of 100 paid strangers and let’s just say… it’s not for the feint of heart 😅

Can’t win em all I guess?

Stay tuned for some of the tweaks we’ve got coming!

Back-to-school isn’t just for kids… it’s for your wallet too. 🎒

We found 7 dumb-easy hacks that add up to $1,100+ this fall (no coupon clipping required).

https://open.substack.com/pub/iconocapital/p/icono-back-to-school-savings

5 years feels both like a lifetime and a footnote. Our new firm was supposed to start on 9/1/2020 but New York State approved us 2 weeks early.

In the most chaotic 12 hours of our lives we had to buy 3 MacBooks from the mall, rent a UHaul, pack our old office in Pittsford, call all of our clients, and pretend like we weren’t freaking out.

Thank you to everyone who has joined us for this journey and we promise to always stay slightly chaotic.

We often find out from clients that they are expecting a child before some of their family does, which is a cool honor! But it’s usually because they’re already stressing on what they need to do to save for their new child.

Our advice is usually 1 thing: chill out (lol)

But the below MarketWatch article Gene Thompson and Christopher Haigh contributed on has some fun ideas too!

3 ways to help your child retire with $1 million — or more One financial strategy claims investing $1,544 for a child at birth can help them retire with $1 million. Could it be that simple?