Recent Posts
What Are Your Chances Of An IRS Audit? 15 Audit Red Flags To Know Before You FileJanuary 12, 2026 - 9:01 pmMost taxpayers can relax. In recent years, the IRS has audited well under 1% of individual tax returns, and that figure is expected to decline further. That said, audits haven’t disappeared. Here are 15 common audit red flags to be aware of.
How 2026 Tax Bracket Changes Affect Retirement IncomeJanuary 5, 2026 - 7:31 pmUnderstanding the new federal income tax thresholds could save retirees thousands through smarter withdrawal timing and conversion strategies.
Trump’s Tax Plan For Capital Gains TaxDecember 29, 2025 - 8:26 pmWhile the capital gains structure remains intact, the Trump Account represents a notable addition to the tax code, aimed at encouraging long-term savings for minors.
Trump Promises ‘Largest Tax Refund Season Of All Time.’ What You Can ExpectDecember 22, 2025 - 7:47 pmCiting changes enacted for the 2025 tax year under his ‘Big Beautiful Bill’, President Trump says next spring is projected to be the largest tax refund season of all time, However, experts caution that refund amounts will vary based on how much tax individuals paid in 2025 and which provisions of the new law apply to their personal situations.
Want To File 2025 Income Taxes Early? The Tax Season Will Open SoonDecember 15, 2025 - 9:19 pmAlthough you cannot file your 2025 tax return before the IRS officially opens the 2026 tax season, you can prepare in advance by following IRS guidelines so you’re ready to file as soon as the date is finalized.
Find Out Whether You Qualify For The New Senior Tax BreakDecember 8, 2025 - 8:57 pmThe One Big Beautiful Bill is adding an extra $6,000 standard deduction for Americans aged 65 and above. This provision is temporary and will expire in 2028, giving seniors only a few years to take advantage of the benefit. Find out how the deduction works, who qualifies, and how it might influence your tax-filing strategy.
Congress Considers Major 401(k) Changes For 2026: What High Earners Should KnowDecember 1, 2025 - 9:25 pmRecent reports indicate that Congress is reviewing proposals that may adjust contribution limits, tax benefits, and eligibility rules beginning in 2026. The uncertainty is prompting many investors to revisit their retirement strategies sooner rather than later.
How New Tax Laws Might Help You Keep More Money In Your Paycheck This YearNovember 24, 2025 - 8:52 pmThe “One Big, Beautiful Bill” introduced several new tax breaks and expanded others, which will likely lower 2025 tax bills or increase refunds for many taxpayers. Because of this, some people may want to adjust the amount they have withheld from their final paychecks of the year.
Getting A Refund For Your Unemployment Tax Break? Expect It In May
A lot of filers who got unemployment benefits in 2020 had already submitted their tax returns by the time the American Rescue Plan came out. As such, many missed out on claiming that unemployment tax break.The IRS will automatically refund filers but that money won’t come for a while. CLICK ON THE HEADLINE FOR MORE
Spring Cleaning For Your Finances: CARES Act Provisions For Retirement Savings, Charitable Giving
The CARES Act includes provisions for things like retirement savings and charitable giving, and this Spring could be a good time to review your portfolio. CLICK ON THE HEADLINE FOR MORE
Looking For Deductions On Your Taxes? A Tax Expert Has Some Advice
Looking back in the past year for any chances of deductions? A principal tax research analyst gives some advice on what to expect. CLICK ON THE HEADLINE FOR MORE