Insights

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15 minutes ago2 min read

Some Retirement Plan Benefits Will Increase in 2025

As we approach the 2025 tax year, the IRS has announced updates that will impact retirement savings. Adjustments are primarily driven by...

Nov 211 min read

Charitable Donations to Maximize Your Tax Benefits

The Tax Cuts and Jobs Act (TCJA) has made the standard deduction more attractive for many taxpayers, reducing the number of people...

Nov 141 min read

Take Control of Your Taxes: Avoid Surprises by Adjusting Your IRS Withholding

It’s never pleasant to discover that you owe the IRS money, especially if it's more than anticipated. The best way to prevent this from...

Nov 81 min read

Tax-Smart Strategies for Mutual Fund Investors

Investing in mutual funds offers substantial growth potential, but overlooking tax implications can cost investors dearly. Here are some...

Oct 311 min read

Maximize Your Retirement Savings with a Solo 401(k) Plan

Running a one-person business has its perks, especially when it comes to retirement savings. If you’re a sole proprietor or own an S or C...