How to Review and Adjust Your Budget for the New Year
New year, new financial goals! Ready to take control of your finances in 2026? Learn how to review and adjust your budget with this step-by-step guide.
New Tax Credit Changes Could Unlock More Investment Opportunities in Affordable Housing
Recent updates to three major community development tax programs — the Low-Income Housing Tax Credit, New Markets Tax Credit, and Opportunity Zones — could create new opportunities for investors while simultaneously addressing housing affordability issues.
What the Latest Tariff Ruling Means for Investors and Businesses
A recent decision by the U.S. Court of International Trade has created waves in global markets by striking down a series of tariffs imposed under the International Emergency Economic Powers Act (IEEPA). The ruling determined that President Trump exceeded his legal authority by using emergency powers to apply blanket tariffs on imports.
No Tax on Tips: What This Means and How It Can Affect Your Life
In a rare show of bipartisan support, the Senate recently passed the No Tax on Tips Act, a piece of legislation that—if enacted—could change how millions of Americans report and pay taxes on tip income.
How to Maximize Your Tax Refund: Smart Financial Moves to Make Now
Tax refund season is here! Instead of letting that extra cash slip away on unnecessary expenses, consider using it to build wealth. From paying off debt to preparing for next year’s taxes, discover six smart ways to make your refund work for you.
4 Ways to Decrease Required Minimum Distributions
The onset of RMDs can put eligible taxpayers in between a rock and a hard place. If you don’t take your RMDs or withdraw the proper amount, substantial penalties will be owed. But when you do take them, RMDs will boost your taxable income. Let’s discuss four ways to possibly decrease RMDs and income taxes at the same time.
Episode 210 – Tax Debt Relief and Resolution With Morgan Q. Anderson
Ever wondered how to turn a tax nightmare into a success story? Tune in as Morgan Q. Anderson, EA, reveals how you can conquer IRS challenges.
The IRS Hopes to Crack Down On Basis Shifting, a Major Tax Loophole
The Treasury Department announced a plan to target a popular tax loophole for wealthy taxpayers. It’s an effort to cut down on high-end tax abuse, and address the tax gap.