July 4, 2025, saw the signing of OBBBA (One Big Beautiful Bill Act) into law, and with that signature, Trump Accounts were born. Every baby born to American cit ...

Hazarding a guess, I would expect only a tiny percentage of Americans remember the Taxpayer Relief Act of 1997 (TRA), a tax-friendly package we were handed unde ...

As 2025 nears an end, taxpayers, savers, and investors are beginning to receive data for the 2026 Tax Year. We have recently been explaining changes to contribu ...

As suggested in last week’s Blog, the 2025 government shutdown has ended after a record 43-day inconvenience. During the associated information blackout, pert ...

Finalization of the One Big Beautiful Bill Act (OBBBA) on Independence Day (2025) created a rare opportunity for Tax Planning, as next year’s rules were laid ...

Since the days of President Ronald Reagan, the IRS has been directed to index the U.S. Tax Code to eliminate an insidious problem called bracket creep. For many ...