Latest
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Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
Savings Accounts -
The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
Investing -
Texas Property Tax Relief in 2025? What to Know
Property Tax Texas residents could get major relief from property taxes this year. Here's a breakdown of the tax cuts.
Property Tax -
Wealth Advisers: In Estate Planning, the End Is Just the Beginning
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.
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Trump's ‘One Big, Beautiful Bill’ With Trillions in Tax Cuts: What to Know
Tax Policy Is it possible to combine taxes, border security, and energy policy into a single piece of legislation to be passed by Independence Day?
Tax Policy -
The GOP Wants to Auto-Enroll Your Child in a 'Trump Savings Account'
Tax Law The federal government could auto-enroll your kid in a tax-advantaged MAGA ‘Trump savings account’ if the House GOP tax plan becomes law.
Tax Law -
Summer Programs for Kids at Risk Due to Trump Grant Funding Cuts
Tax Dollars Some after-school and summer programs may begin to cut back hours or shut down entirely due to federal cuts to volunteer programs.
Tax Dollars -
Ten Cheapest Places to Live in Texas
Property Tax Looking for a cheap place to live in Texas? Look no further. These counties have the lowest property tax bills in the Lone Star State.
Property Tax -
Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.
