Paper Refund Checks Are No More
November 11, 2025
The IRS is going paperless in 2026, and here’s what you need to do.
Trump Accounts vs. 529 Plans
August 26, 2025
Here are the key ways Trump accounts differ from 529 education plans.
Three Things You May Not Know About the Big Beautiful Bill
July 1, 2025
Three tax provisions in Trump’s big beautiful bill that you may not have seen.
Five Ways To Solve the Estate-Tax Trap
February 20, 2025
These five strategies can help wealthy individuals navigate the estate-tax trap.
New Law Provides More Help for Past Disaster Victims
February 6, 2025
Tax relief available to victims of federally declared disasters that occurred from Jan. 1, 2020, through Jan. 11, 2025.
Lower Tax Rates May Remain Beyond 2025
December 17, 2024
Potential for extension of favorable rates in Tax Cuts and Jobs Act of 2017.
If Tax Cuts and Jobs Act Expires, Some Estate Gifts Risk Being Clawed Back
November 7, 2024
Pay attention to whether the donor retains an interest in the gifted asset.
Where the Candidates Stand on Taxing Matters
September 12, 2024
A side-by-side comparison: Four taxing issues where Harris and Trump differ when it comes to paying Uncle Sam.
Free Tax-Filing Program Expands to All 50 States
August 1, 2024
Great news for anyone earning under $79K: The IRS will prepare and file your return for free.
529 Plan Funds Can Roll Over to Roth IRAs
February 20, 2024
Got money left over in a 529 college fund? Now you have a new investment option.