The Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning
Because of recent tax law changes, income taxes—not estate taxes—are now a more significant focus...
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical...
Deducting Business Meal and Entertainment Expenses Today
Do you know the current rules for claiming tax deductions for business meals and entertainment?...
FAFSA for 2026-2027: What Students and Families Need to Know
The Free Application for Federal Student Aid (FAFSA) form for the 2026-2027 school year is now...
Expanded QOZ Program Offers Tax-Savings Opportunities
Congress created the Qualified Opportunity Zone (QOZ) program to incentivize investments in...
Tips to Strengthen Your Business Loan Application
Does your business need an infusion of capital to pursue growth opportunities? Securing a business...
Why You May Want to Rethink Your Deduction Strategy in 2025
As we approach the end of 2025, it's time to evaluate your year-end tax planning strategies. One...
7 Breaks for Families under the New Tax Law
The One, Big, Beautiful Bill Act (OBBBA), which was enacted on July 4, generally extends and...
9 Individual Tax Credits You Can’t Afford to Overlook
Tax credits are the most valuable tax breaks available. Each dollar of credit equals a dollar of...
Real-World Tax Advice for Recent College Grads
New college graduates will face some of the harsh realities of adulthood, including paying taxes,...