Aug 13, 2026 | Personal Financial Planning, Tax News
While summer fun feels almost mandatory, the IRS is nudging us to consider how activities such as business travel, part-time work and getting married can affect next year’s tax return. Here are tips to make tax season a little sunnier Getting married involves...
Aug 6, 2026 | Closely Held Business, Personal Financial Planning, Tax News
In Announcement 2026-11, the IRS has announced that starting July 1, 2026, the revised standard mileage rates are: (1) Business: 76 cents per mile (up from 72.5 cents per mile) (2) Medical and moving 23.5 cents per mile (up from 20.5 cents per mile) The mileage rate...
Jul 23, 2026 | Estate Planning, Personal Financial Planning, Tax News
Trusts are legal tools that help protect and distribute assets, often within estate plans. Different structures and income types determine how taxes apply compared with standard investment accounts. Revocable trusts follow simple tax rules. While the grantor, or...
Jul 16, 2026 | Personal Financial Planning, Tax News
If you’re dealing with the IRS, you don’t necessarily have to do it alone. The agency permits you to authorize another person to act on your behalf in certain tax matters. There are a few different types of third-party authorizations — each with its own...
Jun 16, 2026 | Personal Financial Planning, Tax News
Even though the tax filing deadline for tax year 2025 is in the rearview mirror, it’s not too early to start planning for next filing season. Planning now can help taxpayers avoid surprises next year. One action that can be taken is checking for proper tax...
Jun 2, 2026 | Personal Financial Planning, Tax News
IRS Extends Time for ERC Claim Reviews The Internal Revenue Service announced a new, streamlined process for taxpayers. This process extends the time to review Employee Retention Credit (ERC) claim disputes. It helps taxpayers avoid refund litigation. Understanding...
