Your post-tax-filing checklist

After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but ...
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What you need to know about filing an extension — and minimizing penalties

If you don’t have everything ready to complete your 2025 federal individual income tax return by the April ...
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Are you eligible for mileage deductions?

Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if ...
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It’s your last chance to claim these clean energy tax breaks

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. ...
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April 15 is the deadline for more than just your income tax return

You know your 2025 federal income tax return is due April 15, 2026. But do you know what else ...
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April 15 isn’t only the income tax return filing deadline, it’s also the gift tax return filing deadline

If you made large gifts to family members or heirs last year, you may need to file a ...
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4 types of interest expense you may be able to deduct

Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, ...
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Parents: Claim all the tax credits you’re entitled to

Raising a family comes with plenty of expenses, but it may also make you eligible for various tax ...
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Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not

Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or ...
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Play it smart by naming co-executors

Choosing an executor is one of the most important decisions in the estate planning process. This person (or ...
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Quadrupled SALT deduction limit means more taxpayers will benefit from itemizing on their 2025 returns

An important decision to make when filing your individual income tax return is whether to claim the standard ...
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When should you update your estate plan?

Many people think of estate planning as a “one-and-done” task — something you complete and file away. But ...
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