Have you used up your 2025 FSA funds?

If you have a flexible spending account (FSA) through your employer to help pay for health or dependent ...
Continue Reading

Ease the burden on your family immediately after your death by planning now

Planning for the end of life is never easy, but including your funeral and memorial wishes in your ...
Continue Reading

New itemized deduction limitation will affect high-income individuals next year

Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If ...
Continue Reading

Is a QTIP trust right for your blended family?

A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a ...
Continue Reading

IRS releases critical guidance on calculating tips and overtime deductions for 2025

The One Big Beautiful Bill Act (OBBBA) creates new income tax deductions for tax years 2025 through 2028 ...
Continue Reading

Your family needs to know how to access your estate planning documents

Making sure your family will be able to locate your estate planning documents when needed is one of ...
Continue Reading

How the Social Security wage base will affect your payroll taxes in 2026

The 2026 Social Security wage base has been released. What’s the tax impact on employees and the self-employed? ...
Continue Reading

There’s still time to save 2025 taxes

Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one ...
Continue Reading

Shift income to take advantage of the 0% long-term capital gains rate

Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital ...
Continue Reading

Planning on making year-end gifts? Take advantage of your gift tax annual exclusion

As the year draws to a close, it’s a great time to revisit your gifting strategy — especially ...
Continue Reading

Is an HDHP plus an HSA a financially smart health care option for you?

Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) ...
Continue Reading

Is an HDHP plus an HSA a financially smart health care option for you?

Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) ...
Continue Reading