Be Informed About Your Finances

The One Big Beautiful Bill Act has fundamentally altered the charitable giving landscape, with significant changes taking effect in 2026.

Many employers are offering Roth employer contributions. This development opens up powerful new planning strategies, especially for those who anticipate being in a higher tax bracket in retirement.

The new tax bill introduces several new deductions while modifying or eliminating others. Some of the new provisions are temporary, expiring in a few years. Most are phased out for high earners. Proactive tax planning will be important to make sure each taxpayer benefits from the changes applicable to their own situation.

The State and Local Tax (SALT) deduction is once again a hot topic as congress debates tax legislation. This article explores the deduction’s century-long history, the effects of the current $10,000 cap, and the ongoing policy debate surrounding its future.

More than 60 provisions that impact your 2025 returns that you file in 2026

The “medical IRA” offers triple-tax benefits and is a unique retirement tool