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.

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.

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.

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2025 Tax Proposals

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.

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Federal Disaster Tax Relief

Federal Disaster Tax Relief

Federal Disaster Tax Relief: New Opportunities for Taxpayers The Federal Disaster Tax Relief Act introduces critical measures to ease the financial burden on individuals affected by...

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2025 tax calendar

2025 tax calendar

Important 2025 Tax Deadlines To help make sure you don’t miss any important 2025 deadlines, we’re providing this 2025 Tax Calendar summary of when various forms, payments and other actions...

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BOI Reporting Paused … Again

BOI Reporting Paused … Again

IMPORTANT UPDATE: The January deadline for businesses to register their beneficial ownership information is once again on hold following a Dec. 26 order from the Fifth Circuit Court of Appeals. 

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