When Should You Update Your Estate Plan?
If you haven’t recently reviewed your estate plan, there may be multiple reasons to do so now.
When Should You Update Your Estate Plan? Read More »
Individual Tax
When Medical Expenses Are (And Aren’t) Tax Deductible
Now is a good time to review your medical expenses for 2025 and see if you had enough so you can claim the medical expense deduction. But first you need to know what’s potentially deductible.
When Medical Expenses Are (And Aren’t) Tax Deductible Read More »
More Individuals With Disabilities Will Be Eligible for Tax Advantaged ABLE Accounts in 2026
If you or someone in your family became disabled or blind after turning 26 but before age 46, the expansion of ABLE account eligibility in 2026 provides a new opportunity for tax-advantaged savings.
How the New Trump Accounts for Children Will Work
If your baby is eligible for a $1,000 free government contribution, you’ll want to set up a Trump Account. These new accounts also can be beneficial for older children. Here’s what you need to know.
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Making Health Care Decisions While You’re Still Healthy Benefits You and Your Family
Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical decisions in the event you’re unable to make them yourself.
Making Health Care Decisions While You’re Still Healthy Benefits You and Your Family Read More »
Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing on Their 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.
2026 Tax Calendar
Reference this tax calendar to learn the 2026 deadlines for various tax-related forms and payments.
IRS Releases Critical Guidance on Calculating Tips and Overtime Deductions for 2025
The IRS has issued guidance for taxpayers wanting to claim new deductions for qualified tips income and qualified overtime compensation for 2025.
IRS Releases Critical Guidance on Calculating Tips and Overtime Deductions for 2025 Read More »
Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate
Taxpayers subject to the 15% or 20% long-term capital gains tax rate can still benefit from the 0% rate. Here’s how.
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Is a QTIP Trust Right for Your Blended Family?
As a spouse and parent, you have the challenge of ensuring your spouse is provided for after your death while making certain there are assets left for your children’s inheritances. A qualified terminable interest property (QTIP) trust may be the answer.
Is a QTIP Trust Right for Your Blended Family? Read More »