Tax time is approaching: What to track and tell your CPA this year

With April 15 right around the corner, now is a great time to start organizing your 2025 tax preparation. Some items that may have seemed meaningless in the past now matter given the recent law changes. Below are a few helpful reminders, and some new thin

What’s new in taxes: 2025 OBBBA highlights

On July 4, 2025, the President signed into law an omnibus tax and budget package which Congress titled the One Big Beautiful Bill Act (OBBBA). The legislation made key changes to several tax provisions, as well as making permanent many of the provisions f

The “Super Catch-Up” contribution: An opportunity you don’t want to miss

The Super Catch-up Contribution: An opportunity you don't want to miss

10 things you might not know about your Health Savings Account (HSA)

One of the key advantages of an HSA is its flexibility. For the short term, you can use it to pay for immediate medical expenses. But, if you don’t need to spend on medical expenses in any given year or choose to pay for those expenses from a different so

How to strategize tax diversification

Within personal finance, diversification is most often understood as the practice of spreading investments across various asset classes in order to mitigate overall portfolio risk. However, there is another important form of diversification that often get

Three tips to plan for the 2026 “sunset” of the Tax Cuts & Jobs Act

Although 2026 is still more than two years away, there are a few strategies that you can use now to take advantage of the current rules before they lapse.

Volatile markets create Roth IRA conversion opportunities

Volatility creates Roth IRA opportunities

As stocks dip this year, some investors are taking advantage of the market volatility by converting their traditional pre-tax IRAs to a Roth IRA.

Think you can’t own a Roth IRA? Think again.

IRA tax smarts

Strategies for maximizing tax reduction and deferral