News + Insights

The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 federal income tax returns being...

Many businesses offer health care and dependent care flexible spending accounts (FSAs) as part of their employee benefits package. These plans provide valuable tax savings to employees and payroll tax...

Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new break under the One Big Beautiful...

Effective Estate Planning Is Not About the Documents Alone The most expensive estate planning mistakes are rarely about the documents themselves. They arise when estate planning and tax planning are...

Wednesday, March 25, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. You’ve learned the fundamentals of tax-efficient investing. But...

If you used one or more vehicles in your business during 2025, you may be eligible for valuable tax deductions on your 2025 income tax return. Businesses can generally deduct...

Winter Crosscurrents Strong Global Equity Markets in February Were Shrouded by Escalating Tension in the Middle East February 2026 Key Observations Global equity markets were positive as cooling inflation hopes...

An advance payment is one received by a business before it provides whatever is being paid for. For federal income tax purposes, generally advance payments must be reported as taxable...

In my career, I spend a lot of time talking about the numbers: investment strategies, tax planning, retirement projections, and what it takes to keep a plan on track through...

Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term wealth. How did we get disconnected from...

Raising a family comes with plenty of expenses, but it may also make you eligible for various tax breaks. Some of the most valuable are tax credits, because they reduce...

Key takeaway: Roth strategies are less about chasing tax savings in any single year and more about creating long-term flexibility. When coordinated properly, they can reduce future tax pressure and...

An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill...

The deadlines for filing 2025 tax returns (or extensions) are fast approaching. Although most tax planning moves must be completed by December 31 of the tax year, there are some decisions...

In rapid succession, the federal government initiated two cannabis policy changes that, taken together, represent the most consequential realignment of the industry in more than half a century. First, federal...