Fine-tune your tax withholding after filing your return
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — […]
Tax mitigation strategies when rebalancing your investment portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios
Individual tax calendar: Key deadlines for the remainder of 2026
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the
Your post-tax-filing checklist
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a
What you need to know about filing an extension — and minimizing penalties
If you don’t have everything ready to complete your 2025 federal individual income tax return by the April 15 deadline,
Are you eligible for mileage deductions?
Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you can
Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination
It’s your last chance to claim these clean energy tax breaks
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if
April 15 is the deadline for more than just your income tax return
You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has
4 types of interest expense you may be able to deduct
Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of