Year-end tax planning often involves navigating expiring provisions and adjusting to late-breaking legislative changes. This year, however, there is an unusual level of legislative certainty in the air. The One Big Beautiful Bill Act (OBBBA) became law on July 4, … Continue reading
Category Archives: Financial Planning
1 December 2025
Year-End Tax Planning Strategies for Individuals
25 November 2025
Year-End Tax Planning Opportunities for Businesses
With greater predictability built into the tax code, year-end tax planning for businesses becomes more about strategic planning and less about rushing to use expiring incentives. Among its nearly 900 pages, the One Big Beautiful Bill Act (OBBBA), signed in … Continue reading
20 November 2024
Year-End Tax Planning for Individuals
As we approach the 2025 “tax cliff,” future tax policy remains a pressing focus for individuals. With election results in, the direction of upcoming legislative changes is beginning to take shape, providing a clearer framework for strategic decisions. However, tax … Continue reading
20 November 2024
Year-End Tax Planning for Businesses
After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic factors that will shape the … Continue reading
15 November 2021
Year-End Tax Planning for Businesses
2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another surge. With the end of year in sight, there’s a window of opportunity in the fourth quarter to make strategic tax planning moves that … Continue reading
8 November 2021
Year-End Tax Planning for Individuals
As we near the end of another turbulent year, it’s time to discuss the steps you need to take to reduce your tax burden for 2021 (and beyond). Unlike other years, 2021 presents many unique moving parts to the tax … Continue reading
In another round of extensions, the IRS recently pushed back the deadline for contributing to individual retirement accounts (IRAs) to May 17—the same day as the income tax deadline. This means that you now have an additional month to build … Continue reading
16 March 2021
What’s in the New Stimulus Package?
The third stimulus package valued at $1.9 trillion made its debut after President Biden signed the relief into law on Thursday, March 11, 2021. The American Rescue Plan brings a new wave of stimulus payments, tax credits, and legislative extensions … Continue reading
The COVID Relief stimulus package signed at the end of 2020 brings good news to businesses looking for additional financial support as they continue to experience interruptions by the pandemic. Recent legislative changes now expand the eligibility for the employee … Continue reading
11 January 2021
Update on COVID-19 Relief Packages for Small Businesses
As businesses and taxpayers are still reeling from the effects of the pandemic into the new year, additional relief programs and assistance are being offered at both the state and federal level. You’ll have to be quick because there’s a … Continue reading
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