Midyear Tax Planning Strategies to Reduce Your Tax Bill

Midyear tax planning helps individuals maximize deductions, reduce taxes, manage investments, and identify valuable tax-saving opportunities.

Protecting nonprofit operations when disaster strikes

When disaster strikes, your nonprofit needs to be ready. Learn how to build organizational continuity, whatever comes your way.

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.”

Tax Planning

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4 year-end planning steps to trim your 2025 taxes

Prepare for 2025 tax changes under the OBBBA. Learn how updated deductions, SALT limits, and charitable rules can help you reduce your year-end tax liability.

What taxpayers need to know as the IRS ends paper checks

IRS and Treasury will end paper checks by Sept. 30, 2025. Learn how this shift to direct deposit impacts tax refunds and federal benefit payments.

Tips for dealing with tariff-driven turbulence

Discover key strategies to reduce risk and manage costs amid evolving global tariffs, from financial planning to tax strategies and supplier shifts.

The Tax Cut and Jobs Act (TCJA) Summaries

This article provides you with quick access to special studies written around the Tax Cuts and Jobs Act changes.

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