For decades, taxpayers and the general public have relied on a USPS postmark as proof of when important documents, such as tax returns, payments, and even mail-in ballots, were mailed. Traditionally, the postmark date aligned…

The IRS has released its first round of guidance on the upcoming “Trump Accounts,” a new tax-advantaged savings program created under the One Big Beautiful Bill Act of 2025. These accounts—designed to give children a…

Tax myths spread quickly and can lead to costly mistakes or missed opportunities. Here’s what’s fact and what’s fiction. Tax Myth 1: Moving into a higher tax bracket means you’ll take home less money. Reality:…

Tax laws shift every year, and what saved you money last season might cost you this one. Stay proactive with your tax plan to make sure you’re taking advantage of every opportunity. 1. Watch income…

Winter 2025-26 Tax Deadlines January 15, 2026 • Due date for 4th installment of 2025 individual estimated tax. Consult with your CPA if any payments should be made before 12/31.   February 2, 2026 •…

For years, the tax code trend was to reduce the amount of interest that may be deducted on your tax return. Until recently, it really only allowed interest deductions as an itemized deduction on qualified…

New Rules, New Deductions, and What to Review Now As 2025 winds down, taxpayers face one of the most important year-end planning seasons in recent memory. With significant changes from the One Big Beautiful Bill…

As you plan for upcoming tax years, keep in mind that major changes to charitable contribution and itemized deduction rules will start in 2026. The One Big Beautiful Bill Act (OBBBA) introduced new rules for…