Jan 15, 2026 | Business Planning, Personal Financial Planning, Tax News
Taxpayers who worried about the expiration of several tax cuts from the Tax Cuts and Jobs Act of 2017 can now breathe easier. The One Big Beautiful Bill Act made most of those provisions permanent, which provides more stability for long-term tax planning. While this...
Jan 13, 2026 | Personal Financial Planning, Tax News
Reposted from the IRS News release, June 6, 2025 news article. WASHINGTON — With the 2026 filing season quickly approaching, the Internal Revenue Service is urging taxpayers to take a few simple steps now to prepare for filing their 2025 federal income tax returns....
Jan 1, 2026 | Personal Financial Planning
You can deduct medical and dental expenses on your Schedule A to the extent they exceed 7.5 percent of your adjusted gross income. And if all your Schedule A deductions (including property taxes, state income taxes, charitable contributions, etc.) exceed the standard...
Dec 30, 2025 | Business Planning, Personal Financial Planning
On your employee’s first day on the job, you are required to ask them to complete federal Form W-4, Employee’s Withholding Certificate. (Multiple language versions are available here.) The employee enters various data onto the form — including their tax...
Dec 23, 2025 | Personal Financial Planning, Tax News
Most of the papers you need to document the income, interest and withheld taxes you report arrive in your mailbox in January, with investment-related 1099s often coming in February. Get ready for their arrival by creating print and online folders. It’s a good...
Dec 18, 2025 | Business Planning, Personal Financial Planning
Fairness isn’t always about equal shares — it’s often about what makes sense based on each person’s needs and circumstances. Sometimes one child needs more financial support or hands-on help. Other times, it’s about who’s better equipped...
