Latest articles by Kate Schubel
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6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)
Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.
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Holiday Shopping Tax Tips for Business Owners
Tax Tips Maximize your year-end savings through these key deductions to reduce your 2025 business tax bill.
Tax Tips -
Could Tax Savings Make a 50-Year Mortgage Worth It?
Buying a Home The 50-year mortgage proposal by Trump aims to address the housing affordability crisis with lower monthly mortgage payments. But what does that mean for your taxes?
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Emergency Tax Bill Ends $6,000 Senior Deduction and Tip, Overtime Tax Breaks in D.C.
Tax Law Here’s how state tax conformity rules could immediately raise your income tax liability.
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3 Ways High-Income Earners Can Maximize Their Charitable Donations in 2025
Tax Deductions New charitable giving tax rules will soon lower your deduction for donations to charity — here’s what you should do now.
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IRS Direct File: What You Need to Know for 2025
Tax Filing The Trump administration has ended this free IRS tax filing program. Find out what's happening and what it means for you.
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Texas Property Tax Relief: How the New Law Cuts School Taxes by 'Almost 50%'
Property Tax Texas residents are getting major relief from property taxes. Here's a breakdown of the property tax cuts for 2025.
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10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
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When to Hire a Tax Pro: The Age Most Americans Switch to a CPA
Tax Tips Taxpayers may outsource their financial stress by a specific age. Find out when you should hire a tax preparer.
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The Original Property Tax Hack: Avoiding The ‘Window Tax’
Property Taxes Here’s how homeowners can challenge their home assessment and potentially reduce their property taxes — with a little lesson from history.
Property Taxes -
Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
Tax Tips -
The Sweet 23: States Where Twix and Kit Kat Avoid the ‘Candy Tax’
State Taxes There’s something spooky this Halloween, and it’s not just the ghouls. Find out if your state’s sales tax takes a bite out of sweet savings.
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Three Critical Tax Changes Could Boost Your Paycheck in 2026
Tax Tips The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?
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The Rubber Duck Rule of Retirement Tax Planning
Retirement Taxes How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.
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Retirement Taxes: How All 50 States Tax Retirees
Retirement Taxes Find out how 2025 income taxes in retirement stack up in all 50 states plus the District of Columbia.
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RMDs, Roth, and SS: Test Your Knowledge of Retirement Tax Rules
Quiz Don't let the IRS catch you off guard. Take our quiz to reveal common retirement tax rules that could save (or cost) you thousands.
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What’s the New 2026 Estate Tax Exemption Amount?
Estate Tax The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances.
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IRS Reveals New 2026 Child Tax Credit and other Family Credit Amounts
Tax Credits Key family tax breaks are higher for 2026, including the Earned Income Tax Credit and the Adoption Credit. Here's what they're worth.
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Claiming the Standard Deduction? Here Are Five Tax Breaks for Retirement in 2025
Tax Tips If you’re retired and filing taxes, these five tax credits and deductions could provide thousands in relief (if you qualify).
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Standard Deduction 2026 Amounts Are Here
Tax Breaks What is the standard deduction for your filing status in 2026?
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Six Tax Deadlines for October 15 You Don't Want to Miss
Tax Deadlines You might know about the federal tax return extension deadline, but did you know about these other tax deadlines for Oct. 15?
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Ohio Property Tax Shock: Why Your New Assessment Is So High (And What Comes Next)
State Taxes Higher home valuations in Ohio have led to homeowner property tax relief. But is it enough?
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IRS Income Tax Refund Schedule 2025: When Will Your Refund Arrive?
Tax Refunds Where is your IRS tax refund? Well, it may be arriving sooner than you think.
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Three Popular Tax Breaks Are Gone for Good in 2026
Tax Breaks Here's a list of federal tax deductions and credits that you can't claim in the 2026 tax year. High-income earners could also get hit by a 'surprise' tax bill.
Tax Breaks
