The ABCs of 529 Plans and ABLE Accounts under the OBBBA
Section 529 plans are most commonly used as a tax-favored way to save and pay for college expenses....
Unwrap the New Tax Rules for Charitable Donations
The holiday season is right around the corner, and that's when many charitably inclined people...
New Tax Rules Have Been Set: Start Planning Now
Individual taxpayers faced significant tax planning uncertainty for the first six months of the...
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...
QBI Deduction: How the OBBBA Improves the Rules
Many owners of pass-through businesses and self-employed individuals have taken advantage of the...
IRS to Eliminate Paper Checks: What It Means for Taxpayers
A significant shift is underway in how the federal government will deliver some tax refunds and...
3 New Tax Breaks for Individuals
The One Big Beautiful Bill Act (OBBBA) introduces three potentially valuable tax breaks for...
Favorable Business Depreciation Tax Changes under New Law
There's good news for businesses considering buying equipment and other capital assets: The One Big...
The OBBBA Eliminates Clean Energy Tax Incentives
The recently enacted One Big Beautiful Bill Act (OBBBA) marks a significant step by President Trump...
Reconsider Your Home Sale: 4 Tax-Smart Options When the Market Stalls
Are you ready to move and want to sell your home, but you're worried about a slowing real estate...