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OBBBA

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

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Retirement Article

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

Learn when Social Security benefits may be taxable in 2026, income thresholds, state rules, and how new deductions could reduce what retirees owe.

A family discussing Trump accounts
Family & Health Article

Trump Accounts Explained: Rules, Benefits, and How to Get Started

Discover how Trump accounts can help you save for your child’s future and whether the new saving opportunity might be right for you.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

A couple discussing estate and gift taxes
Tax Planning Article

Estate and Gift Tax: Essential Considerations

Unlock strategies to navigate estate and gift taxes effectively, help minimize tax burdens, and outline specific financial objectives.

A couple discussing taxes
Tax Planning Article

Alternative Minimum Tax After OBBBA

The OBBBA made changes to the Alternative Minimum Tax System. Learn about the potential impact on your tax situation.

A student walking through campus
Financial Planning Article

How the One Big Beautiful Bill Act Changes Student Loans and Forgiveness

OBBBA reshapes student loans: New repayment plans, borrowing limits, and key deadlines explained.

An electric car charging
Tax Planning Article

OBBBA’s Auto Loan Interest Deduction: A Tax Break That Could Cost You More

Explore the OBBBA auto loan interest deduction, who qualifies, and why it may not be worth the savings.

A couple planning their giving and tax strategy
Tax Planning Article

How Much Can You Give in 2025 Without Paying Gift Tax?

In 2025, you can give up to $19K tax-free per person. Learn how gift tax exclusion works and what it means for estate and tax planning.

Tax Planning Webinar

OBBBA and Your Tax Strategies

This webinar breaks down the new tax law, highlighting planning strategies around rates, deductions, charitable giving, estate planning, and new opportunities for individuals and families.

American flag in front of a building
Tax Planning Article

Charitable Giving Changes are Coming in 2026

The One Big Beautiful Bill Act changes charitable deductions in 2026 – here’s what it means for your giving strategy.

American flag and Capital building
Financial Planning Article

Overview of the One Big Beautiful Bill Act

Find out the new tax laws and changes in The One Big Beautiful Bill Act to prepare for potential impacts on your taxes and finances.

man looking at financial paperwork
Tax Planning Article

The SALT Cap: What’s Changing and Why It Matters

New SALT cap rules raise deduction limits but include income-based phase-outs and planning opportunities.

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