Midyear tax planning helps individuals maximize deductions, reduce taxes, manage investments, and identify valuable tax-saving opportunities.
Midyear Tax Planning Strategies to Reduce Your Tax Bill
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IRS CP53E Scam Alerts: What Taxpayers Need to Know
Learn how to identify IRS CP53E scam notices, avoid fraud, and safely verify tax refund requests and account information.
2026 OBBBA Tax Changes: Key Items to Review This Year
Review key 2026 OBBBA tax changes, including QOF deadlines, 1099 updates, charitable deductions, and new Section 530A “Trump accounts.”
Don’t sleep on these after-tax-day tips
Learn smart after-tax-day tips for keeping IRS records, adjusting withholding, and avoiding penalties before next tax season.
Accounting Today 2026 Regional Leader
Warady & Davis named a 2026 Great Lakes Regional Leader by Accounting Today for the 10th consecutive year in its Top 100 Firms and Regional Leaders report.
Retirement Tax Planning: Four Financial Questions to Ask Right Now
Tax season is the perfect time to review your finances. Ask these 4 key questions to optimize withdrawals, Roth conversions, Medicare & Social Security.
SALT Deduction Boost for 2025 Returns
If you have high state and local tax expenses but have been claiming the standard deduction in recent years, it’s time to revisit itemizing.
How the new Trump Accounts for children will work
Learn how Trump Accounts work, including eligibility, contribution limits, tax benefits, and how families can save for a child’s future.
2025 Tax Filing: What’s New Under the OBBBA
Learn how new OBBBA tax provisions effective in 2025 may impact your return. See key updates for individuals and small businesses and plan ahead with W&D.