News and Updates

Why Waiting Until Tax Season Is Often Too Late

For many people, taxes don't become top of mind until the calendar flips.

W-2s begin arriving and investment statements show up in the mail, but by that point, the focus shifts to preparing a return and hoping there are a few deductions left to claim.

The problem is that most meaningful tax planning has already passed.

IRS Offers Warnings and Relief on Conservation Easements

Under a, a property owner voluntarily agrees to relinquish certain development and use rights to...

Estate Planning: The Decisions Your Family Shouldn't Have to Make for You

Estate planning has a reputation for being something you do later.Later, when the kids are older....

6 Summer Tax-Savings Opportunities Worth a Closer Look

Longer days and warmer weather often inspire people to get out, travel, tackle projects and make...

The Evolving Tax Impact of College Athletics

Financially speaking, college athletics are a whole new ballgame these days. Student-athletes can...

Managing Fuel Costs on the Road This Summer

Planning a summer road trip can be exciting—until you start thinking about fuel costs. Whether...

Tax Planning After the Loss of a Spouse

The death of a spouse is, first and foremost, a profound personal loss with intense emotional and...

Charitable Contributions: The Difference Between Giving and Giving Strategically

Most people don’t think about charitable giving in tax terms.They think about the organization. The...

Estate Tax Return Filings Are Essential to Preserving Portability

For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million...

Don’t Say “I Do” Without Reviewing These Tax and Financial Issues

When it comes to taxes, getting married changes more than your filing status. Combining incomes,...