A Maze, Not a Dead End
Navigating taxes can sometimes feel like finding your way through a maze. Changing tax laws, new regulations, important deadlines, and unexpected financial circumstances can make
October 23, 2026
2026 Third Quarter Tax Update: What Individuals and Business Owners Should Be Watching
As we enter the final quarter of 2026, taxpayers have an increasingly important opportunity to review their financial picture before year-end. Strong equity markets, higher
October 1, 2026
Q3 Estimated Tax Payments Are Due September 15: What You Need to Know
As summer comes to an end, an important tax deadline is approaching. The third-quarter estimated tax payment deadline for 2026 is September 15, 2026. If
August 26, 2026
Thinking About Retirement? Don’t Forget the Tax Side of the Equation
With markets performing well and bond yields remaining attractive, 2026 may have some investors taking a closer look at whether retirement is within reach. But
August 17, 2026
Why August Is a Good Time for a Tax Checkup
Tax season may feel far away, but August is actually one of the best times to take a closer look at your tax situation. By
August 13, 2026
IRS Clarifies Gift Tax Rules for Trump Accounts
The Internal Revenue Service (IRS) and the U.S. Treasury Department have announced that contributions made to Trump Accounts will not require donors to file a
July 6, 2026
New Tax Guidelines
Tax Law Update: Key Changes Starting in 2025
The “Big Beautiful Bill” has been signed and includes several major changes that will take effect beginning in 2025. These updates may impact many individuals
July 7, 2025
New Tax Guidelines
New RMD Rules for Inherited IRAs: What You Need to Know Before 2025
The recently finalized rules for required minimum distributions (RMDs) and inherited IRAs, effective January 1, 2025, introduce significant changes for beneficiaries. Under the SECURE Act
October 17, 2024
Personal Taxes
IRS: Home improvements could help taxpayers qualify for home energy credits
The IRS has expanded home energy credits, allowing taxpayers to save on their taxes by making energy-efficient upgrades to their homes. These credits, enhanced by
May 28, 2024
Personal Taxes
SEP IRA, SIMPLE IRA or SOLO IRA
Should I contribute to a SEP IRA, a SIMPLE IRA, or a Solo-401K? Being Self-employed has some great benefits but one of the best is
September 8, 2023