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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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.”
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.
What the New Tips and Overtime Deductions Mean for You
The IRS has issued guidance for taxpayers wanting to claim new deductions for qualified tips income and qualified overtime compensation for 2025.
Important federal tax filing dates for 2026
Review key 2026 tax deadlines for individuals, businesses, employers, and organizations, including filing, payment, and reporting due dates.
Avoid Tax Scams: IRS 2025 “Dirty Dozen”
The IRS’s 2025 Dirty Dozen warns taxpayers about the latest tax scams, from phishing to false credit claims. Stay informed to protect your finances.
2025 Tax Proposals
President Trump’s tax plan proposals include eliminating the estate tax, lifting the SALT cap, and cutting taxes on tips, overtime, and Social Security.