What you still need to know about the alternative minimum tax after the new law
The alternative minimum tax (AMT) is a separate federal income tax system that bears some resemblance to the regular federal
Taxes
College Costs, Taxes
What families need to know about the new tax law
The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While
Estate Planning, Taxes
What the new tax law could mean for you
As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire
Estate Planning, Retirement, Taxes
Understanding spousal IRAs: A smart retirement strategy for couples
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little
Taxes
Milestone moments: How age affects certain tax provisions
They say age is just a number — but in the world of tax law, it’s much more than that.
College Costs, Taxes
Is college financial aid taxable? A crash course for families
College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges
Taxes
Are you missing a valuable tax deduction for Medicare premiums?
If you’re age 65 or older and enrolled in basic Medicare insurance, you may need to pay additional premiums to
Estate Planning, Taxes
Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them
The U.S. House of Representatives passed The One, Big, Beautiful Bill Act on May 22, 2025, introducing possible significant changes
Estate Planning, Taxes
The advantages of a living trust for your estate plan
Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99
Business, Taxes
How working in the gig economy affects your taxes
The gig economy offers flexibility, autonomy and a way to earn income, but it also comes with tax obligations that