The new US tax law raises the SALT deduction cap and adds a new deduction for seniors. Learn more about the impact of the new tax law. Here are some strategies to optimize tax planning.
Establishing an asset protection plan is an important part of a comprehensive financial plan and can help safeguard property and savings. Here are some strategies to consider to try to protect assets from creditors.
Congress approved a sweeping tax bill which extends the current tax rates set by the TCJA and offers many other tax provisions. Here are the key provisions and how they may impact taxpayers.
The Senate Finance Committee's tax bill proposal extends TCJA provisions, including tax brackets and rates, while making key business tax incentives permanent. Here are some highlights of the Senate version.
It’s important to consider non-hardship 401(k) withdrawals carefully. Individuals should check plan eligibility and consider asset protection and tax implications.
The US 2025 tax bill enhances certain deductions and includes provisions for business growth and development. Here are some highlights of what is being debated on Capitol Hill and the impact on business owners.
New graduates should prioritize budgeting, managing debt, and understanding employee benefits when starting a new job. Here are some key tips for building a strong financial foundation.
Raising a family brings financial challenges, especially for education. Starting early with a 529 plan can help save for college. Here are some considerations for early college planning.
The House recently passed a comprehensive tax bill. The Senate will now consider the legislation. Here are some of the highlights of the bill.
529 plans offer tax-free savings for a variety of education expenses, including K-12 tuition, vocational training and apprenticeships. Consider these trends in 529 savings plans.
529 plans provide tax benefits, estate planning advantages, and flexible education savings. Learn how 529 plans can be part of an estate planning strategy.