Here’s a sampling of some significant tax law changes going into effect this year: Contact the office to discuss how these or other changes might affect your business.
2026 Tax Law Changes for Businesses Read More »
You have until April 15, 2026, the tax filing deadline, to make 2025 contributions to an IRA. If you’re seeking more than the traditional mix of stocks, bonds and mutual funds, a self-directed IRA offers greater autonomy and diversification. But it also introduces added complexity. Put Investment Decisions in Your Hands A self-directed IRA is
Taking Control with Self-Directed IRAs Read More »
Until recently, much tax uncertainty surrounded estate planning. The Tax Cuts and Jobs Act doubled the federal gift and estate tax exemption to an inflation-adjusted $10 million, but only for 2018 through 2025. Fortunately for those with larger estates, in 2025, legislation was signed into law that increases the exemption to $15 million for 2026,
Estate Planning for 2026 and Beyond Read More »
Many rental property owners are surprised to learn that federal tax law often restricts their ability to deduct losses, treating most rental activities as passive unless specific requirements are met. But if you can qualify for the real estate professional exception, you may be able to turn otherwise suspended losses into immediate tax savings. The
Unlock Bigger Deductions on Rental Real Estate Read More »