A Trump Account is a government-supported investment account available to children under age 18. Accounts are available beginning July 2026, with contributions starting July 4, 2026.
Trump Accounts: What Are They, and How Do They Work? Read More »
Recent updates have expanded how you can use 529 plan funds, giving you more flexibility without triggering taxes or penalties.
The 2026 tax season marks the first filing under the One Big Beautiful Bill Act (OBBBA), bringing meaningful updates to the U.S. tax code.
Every year, the IRS revises contribution limits, income thresholds, and other planning benchmarks that affect retirement savings, tax strategy, gifting, and long-term planning.
As 2025 draws to a close, high earners, business owners, and charitably inclined individuals have a unique window of opportunity.
Your 2025 Year-End Tax and Financial Planning Checklist Read More »
Beginning January 1, 2026, the One Big Beautiful Bill Act (OBBBA) will make permanent changes to the tax treatment of charitable giving, with the biggest impact on those who itemize deductions.
Maximizing Your Charitable Giving Before OBBBA Changes Take Effect Read More »
On July 4, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law, a comprehensive tax and spending package totaling nearly 900 pages.
The One Big Beautiful Bill Act and Your Financial Plan Read More »
The start of a new year often ushers in important tax updates, as the IRS adjusts numerous provisions to reflect inflation.
As we approach year-end, now is the perfect time to take a proactive stance on your tax planning to potentially reduce your 2024 tax bill.
8 Year-End Tax Moves to Reduce Your 2024 Tax Bill Read More »
The United States tax system is poised for significant changes as key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) near their expiration dates.
Preparing for Upcoming TCJA Expirations: Financial Planning Implications and Strategies Read More »
