Latest
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2025 Family Tax Credits: Four IRS Changes That Can Save You Money
Tax Credits Explore the new IRS-adjusted amounts for popular family tax credits.
Tax Credits -
'Unprecedented' Private School Voucher Tax Credit in Trump's Megabill
Tax Credits The so-called ‘One Big Beautiful Bill’ is now law, and one provision calls for a major tax break for private school donors.
Tax Credits -
2025 Standard Deduction Changes Under New Trump Tax Bill
Tax Breaks What is the standard deduction for your filing status in 2025?
Tax Breaks -
Elon Musk and Most Taxpayers Don't Like What's in Trump's 'Big Beautiful Bill'
Tax Policy President Trump is betting big on his newest tax cuts, signed into law on July 4. But not everyone is on board.
Tax Policy -
2025 SALT Cap Could Hurt Top 'Hidden Home Cost'
Tax Deductions The GOP tax bill could make hidden homeowner costs worse for you. Here’s how.
Tax Deductions -
I'm a Financial Planner: Here Are Five Lesser-Known Ways to Avoid Estate Tax
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better.
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The Future of Opportunity Zones: Outlook for 2025 and Beyond
There are three potential paths forward for this innovative tax incentive program that's set to expire in 2026.
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First 100 Days: Trump's Impact on Your Finances
Here are some opportunities to consider regarding investing, interest rates and tax cuts as the financial landscape shifts under the new administration.
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Why I Love Roth IRAs and Roth Conversions
Roth IRAs Roth IRAs truly are a gift from the government, and now is a great time to take Uncle Sam up on them. Here’s why.
Roth IRAs
