WHY YOU SHOULD OBTAIN AN IRS IP PIN
January 5, 2026
In these dangerous internet times, identity theft continues to rise, and one of the most effective ways to protect your federal tax return is by
Personal Tax Planning
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6 Big Social Security Changes for 2026
December 14, 2025
COLA increase, higher Medicare costs and a new tax break will affect beneficiaries’ bottom lines in the year to come. From the highly anticipated cost-of-living
What to Know About the New $6,000 Tax Deduction for Older Adults
December 7, 2025
Who qualifies? How much is it? Does it affect Social Security? Millions of taxpayers ages 65 and older got a big tax break in the
The Real Costs of Owning a Home
November 17, 2025
Most people know they’ll need to budget for a down payment and monthly mortgage. But that’s just the beginning. It’s important to have enough money
WHAT IS HAPPENING TO THE INTERNAL REVENUE SERVICE
November 14, 2025
The IRS is undergoing one of the biggest shake-ups in its history, with major cuts to staffing, shifting budgets, and a heavy push toward new
Five Smart Things To Do Today
October 8, 2025
Transaction alerts Turn on notifications for everything, purchases, withdrawals, transfers. If someone’s using your card or account, you’ll know instantly. Bonus: You will catch those
Protect Yourself From Scams
September 24, 2025
We care about your safety and want to make sure that you are aware of the more recent scams currently circulating that could impact you
Five Key Provisions of New Tax Law Affecting Estate Planning
August 27, 2025
The One Big Beautiful Bill, signed into law on July 4, 2025, reshapes estate and tax planning strategies. Key provisions include a higher $15 million estate and gift tax exemption, an expanded SALT deduction cap, preservation of lower income tax rates, enhanced benefits for qualified small business stock, and continuation of the 20% QBI deduction. Together, these changes provide new opportunities for high-net-worth individuals and business owners to refine their tax and estate plans with greater certainty.
Major 2025 Tax Law Changes: What Individuals and Businesses Need to Know
July 10, 2025
On July 4, 2025, sweeping tax reform was signed into law—bringing lasting changes for both individuals and businesses. The legislation makes the 2017 tax cuts permanent, restores 100% bonus depreciation, enhances R&D deductions, expands SALT caps, and introduces new rules for energy credits, estate taxes, and Opportunity Zones. Whether you’re a business owner, investor, or employee, these changes could impact your bottom line. Read on for the key highlights and what to watch in the years ahead.
Understanding the Gift Tax: What You Need to Know
May 6, 2025
Did you know that giving money or property to someone without receiving full value in return may be considered a taxable gift under federal law?