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.
How the New Trump Accounts for Children Will Work Read More »
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 »
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.
Reference this tax calendar to learn the 2026 deadlines for various tax-related forms and payments.
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 »
Taxpayers subject to the 15% or 20% long-term capital gains tax rate can still benefit from the 0% rate. Here’s how.
Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate Read More »
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 »
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 »
