Articles
A New Type of Tax-Advantaged Account for Children
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly
How Your Business Can Defer Taxes on Upfront Deposits and Advance Payments
With year-end fast approaching, now is a good time to review strategies that could affect your business’s 2026 tax liability. One area that may deserve
Estate Planning for 2026 and Beyond
Until recently, much tax uncertainty surrounded estate planning. The Tax Cuts and Jobs Act doubled the federal gift and estate tax exemption to an inflation-adjusted
Sudden Inheritance or Bonus? Make Smart Financial Moves
An unexpected influx of money (such as from an inheritance, bonus, legal settlement or lottery win) can feel exciting and full of possibility. But without
Businesses: Act Soon to Take Advantage of Clean Energy Tax Incentives
While legislation signed into law in 2025 extends or enhances many tax breaks for businesses, it ends some clean energy tax incentives. Fortunately, your business