News and Updates

Strategies for Saving: Year-End Tax Planning for Individuals

Year end is here, but there's still time for individual taxpayers to make moves to lower their 2025 tax bills. The One Big Beautiful Bill Act (OBBBA), which became law in July, provides some welcome certainty for the next few years. It also creates or enhances tax-planning opportunities. Here are some strategies to consider.

Favorable Changes to the Business Interest Deduction Rules

Under current law, the deduction for business interest expense is generally limited to 30% of...

Buy or Lease? Choosing the Right Option for Your Business

Does your company need to upgrade or add any equipment, vehicles, leasehold improvements or other...

6 Year-End Small Business Tax Saving Tips

There's still time for small businesses and their owners to implement strategies to save taxes for...

Why Estate Planning Still Matters

Given the dramatic increase in the federal gift and estate tax exemption over the last 20 years,...

Recent Tax Law Changes: 10 Provisions Employers Need to Know

The One Big Beautiful Bill Act (OBBBA) includes a number of tax law changes that affect employers....

Turn Your Volunteer Work into Tax Savings

As the holiday season approaches, you may be thinking about donating your time to a favorite...

Expanded QOZ Program Offers Tax-Savings Opportunities

Congress created the Qualified Opportunity Zone (QOZ) program to incentivize investments in...

Key Tax Benefits for Military Service Members and Veterans

Serving in the U.S. Armed Forces brings distinctive financial challenges—and some well-deserved tax...

Seniors: 10 FAQs About Applying for Medicare

Medicare is a federal program that provides health insurance to Americans 65 and older, as well as...