Your tax deductions may soon not be worth as much as you expected. Here’s what you need to know about a new tax law provision that will reduce deductions for high-income taxpayers.
New Itemized Deduction Limitation Will Affect High-Income Individuals in 2026 Read More »
How will the 2026 retirement plan contribution limits affect your retirement savings strategy?
Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits Read More »
The benefits of using a living trust are many. Pairing it with a pour-over will can help wrangle any loose assets that you purposely (or inadvertently) didn’t transfer to the living trust.
Pairing a Living Trust With a Pour-Over Will Can Help Cover All Your Assets Read More »
Want to reduce your 2025 taxes? Here are four ideas you may be able to implement in December.
There’s Still Time to Save 2025 Taxes Read More »
Year-end gifting guide: how to use the $19,000 annual exclusion, when Form 709 is required, how split gifts work, and how to coordinate with the lifetime exemption.
Planning on Making Year-End Gifts? Take Advantage of Your Gift Tax Annual Exclusion Read More »
Are you charitably inclined and looking for a powerful year-end tax-saving strategy?
Boost Your Tax Savings by Donating Appreciated Stock Instead of Cash Read More »
Is your property tax bill large? Or do you pay a lot in state income taxes? You might be eligible for a much bigger SALT deduction on your 2025 income tax return.
The 2025 SALT Deduction Cap Increase Might Save You Substantial Taxes Read More »
Health Savings Accounts offer several valuable tax benefits. But you can contribute to one only if you have a high-deductible health plan.
Is an HDHP Plus an HSA a Financially Smart Health Care Option for You? Read More »
Take these 2026 cost-of-living adjustments into consideration as you work on your year-end tax planning.
What Do the 2026 Cost-of-Living Adjustment Numbers Mean for You? Read More »
Considering a quiet (silent) trust? Learn when delayed disclosure helps, where it can backfire, and how incentive trusts with thoughtful discretion may better align with your family’s goals.
A Quiet Trust Has Its Benefits, but an Incentive Trust May Be a Better Option Read More »
