As retirement approaches, many older Americans seek strategies to maximize their savings and ensure financial stability. Retirement plans often provide "catch-up" contributions, a frequently overlooked opportunity to significantly boost retirement funds.

The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible business owners. This deduction allows certain individuals to deduct up to 20% of their qualified business income from domestic businesses operated as a sole proprietorship, partnership, S corporation, trust, or estate.

The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible business owners. This deduction allows certain individuals to deduct up to 20% of their qualified business income from domestic businesses operated as a sole proprietorship, partnership, S corporation, trust, or estate.

Considering the forthcoming revival of Opportunity Zone investment tax breaks, taxpayers poised to realize significant capital gains have a unique opportunity to enhance their financial strategies while contributing to community revitalization.

Remote teams = extra costs. Internet, phone, office gear. Two reimbursement paths: taxable stipends or tax-free accountable plans. Which saves you more? Find out now.

Economic uncertainty is the top concern for small business owners in 2025. Learn how to manage cash flow, plan for inflation and tariffs, and build resilience with smart financial controls

Tariffs are fueling rapid growth for U.S. manufacturers. Here’s how to manage the risks—policy swings, hiring gaps, supply chain chaos—before growth spins out of control.

From 529 plans to FAFSA and Pell Grants, most families don’t know all the ways to fund college. Here’s how proactive planning makes paying for school less overwhelming.

The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning. These changes present new opportunities for taxpayers. The legislation modifies critical aspects of the estate tax exclusion, making long-term planning both more urgent and more strategic for affluent taxpayers.

Are you in the process of or thinking about adopting? The tax code includes an adoption credit which is a significant benefit available to taxpayers who adopt a child, providing financial relief for eligible expenses.