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Tax Planning Law Reduces Adoption Costs

March 2, 2023

Adoptions plummeted during the COVID pandemic, but the adoption rate is slowly rebounding. If you’re among those considering adopting a…

Five Major Tax-Favored Retirement Plan Changes For Individuals Under The New Law

February 3, 2023

After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0).…

Are you missing the Roth IRA boat?

January 3, 2023

Many self-employed individuals are eligible to make annual contributions to Roth IRAs, despite having healthy earnings from their businesses. But…

New Tax Law Improves QCD Benefit

March 2, 2023

Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified…

Tax-Saving Ways To Help Pay For College — Once Your Child Starts Attending

February 3, 2023

If you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and…

Medicare Coverage: 2023 Premiums and Key Tax Considerations

January 3, 2023

Medicare health insurance premiums can add up — especially if you’re upper-income, married, and both you and your spouse pay…