Online Tax Accounts
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With the federal government phasing out paper checks for payments and refunds, having an online account with direct deposit and payment information is becoming functionally necessary.
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Net Unrealized Appreciation: A Powerful but Underused Tax Strategy
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For individuals who hold company stock inside a 401k or other employer-sponsored retirement plan, the IRS offers a little‑known tax break called Net Unrealized Appreciation (NUA).
This strategy can significantly reduce taxes in retirement—if you know how and when to use it.
Read More2026 OBBBA Charitable Contributions
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Beginning in the 2026 tax year, the One Big Beautiful Bill Act is making permanent a charitable deduction for non-itemizers.
Read MoreThe Beat Rolls On
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How do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
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Where's My Refund?
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Whether you eagerly file your tax returns at the first opportunity or extend your returns every year, many people are left with the same question: where is my refund?
Read MoreQualified Charitable Distribution
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What you need to know about Qualified Charitable Distributions?
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