What You Need to Know Before Making Financial Gifts
Featured

What You Need to Know Before Making Financial Gifts

Gifting to loved ones is often tax-friendly, but understanding the rules and choosing the right account can make your gift far more effective.
Here’s When You'll Get Your Tax Refund From the IRS
Featured

Here’s When You'll Get Your Tax Refund From the IRS

Tax season is underway, with refunds expected to rise this year.
What to Know About Capital Gains Tax Exclusion for Homeowners
Featured

What to Know About Capital Gains Tax Exclusion for Homeowners

The IRS capital gains home sales tax exclusion can be a valuable tool if you’re eligible.
The 2025 Tax Game-Changer: What Retirees Need to Know Now
Featured

The 2025 Tax Game-Changer: What Retirees Need to Know Now

New rules from the One Big Beautiful Bill Act and SECURE 2.0 create both tax breaks and planning challenges.
How to Use Gifting Strategies to Reduce Future Taxes
Featured

How to Use Gifting Strategies to Reduce Future Taxes

Strategic gifting, trusts, and direct payments can help reduce your taxable estate.

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What You Need to Know Before Making Financial Gifts

What You Need to Know Before Making Financial Gifts

Gifting to loved ones is often tax-friendly, but understanding the rules and choosing the right account can make your gift far more effective.
Here’s When You'll Get Your Tax Refund From the IRS

Here’s When You'll Get Your Tax Refund From the IRS

Tax season is underway, with refunds expected to rise this year.
IRS Urges Qualified Taxpayers to Claim Earned Income Tax Credit

IRS Urges Qualified Taxpayers to Claim Earned Income Tax Credit

Last year, more than 23 million people received $2,916 on average under the program.
What to Know About Capital Gains Tax Exclusion for Homeowners

What to Know About Capital Gains Tax Exclusion for Homeowners

The IRS capital gains home sales tax exclusion can be a valuable tool if you’re eligible.
The 2025 Tax Game-Changer: What Retirees Need to Know Now

The 2025 Tax Game-Changer: What Retirees Need to Know Now

New rules from the One Big Beautiful Bill Act and SECURE 2.0 create both tax breaks and planning challenges.
How to Use Gifting Strategies to Reduce Future Taxes

How to Use Gifting Strategies to Reduce Future Taxes

Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
The Lowdown on Qualified Charitable Distributions

The Lowdown on Qualified Charitable Distributions

A tax-smart way for retirees 70½+ to give to charity while cutting taxable income.
How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
Mortgage Interest Deduction: The Limit and How It Works

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.
What You Need to Know Before Making Financial Gifts

What You Need to Know Before Making Financial Gifts

Gifting to loved ones is often tax-friendly, but understanding the rules and choosing the right account can make your gift far more effective.
Here’s When You'll Get Your Tax Refund From the IRS

Here’s When You'll Get Your Tax Refund From the IRS

Tax season is underway, with refunds expected to rise this year.
IRS Urges Qualified Taxpayers to Claim Earned Income Tax Credit

IRS Urges Qualified Taxpayers to Claim Earned Income Tax Credit

Last year, more than 23 million people received $2,916 on average under the program.
What to Know About Capital Gains Tax Exclusion for Homeowners

What to Know About Capital Gains Tax Exclusion for Homeowners

The IRS capital gains home sales tax exclusion can be a valuable tool if you’re eligible.
The 2025 Tax Game-Changer: What Retirees Need to Know Now

The 2025 Tax Game-Changer: What Retirees Need to Know Now

New rules from the One Big Beautiful Bill Act and SECURE 2.0 create both tax breaks and planning challenges.
How to Use Gifting Strategies to Reduce Future Taxes

How to Use Gifting Strategies to Reduce Future Taxes

Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
The Lowdown on Qualified Charitable Distributions

The Lowdown on Qualified Charitable Distributions

A tax-smart way for retirees 70½+ to give to charity while cutting taxable income.
How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
Mortgage Interest Deduction: The Limit and How It Works

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.