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How Higher 2026 AMT Risk Could Affect Your Year-End Tax Planning
September 29, 2026
Changes taking effect in 2026 may increase AMT exposure for some higher-income taxpayers. Learn how the Alternative Minimum Tax could affect year-end tax planning strategies, even if you haven’t owed the AMT in recent years.
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Individual Tax
Fall 2026 Tax Tips: A Little Planning Now Can Keep Tax Season Smooth
September 22, 2026
Fall is a great time for a quick tax checkup. With the 2025 law, often called the One Big Beautiful Bill now impacting 2026 tax returns, a little planning before December 31 may help you avoid a surprise next spring.
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Individual Tax
Tax Planning for Real Estate Investors
September 10, 2026
Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.
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Individual Tax
Tax Tips for Parents with Kids Heading to College This Fall
August 13, 2026
When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter.
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Individual Tax
Be Tax-Smart With Your Mutual Fund Investments
August 6, 2026
Mutual funds can be a simple way to diversify your portfolio, but their tax treatment is not always simple. Learn what to know about holding and selling mutual funds in a taxable account.
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Individual Tax
Midyear Tax Planning Strategies to Help Reduce Your Tax Bill
July 14, 2026
A midyear tax review can help you evaluate your income, deductions and investments while there is still time to make planning adjustments before year-end.
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Individual Tax
Will You Owe Taxes When You Sell Your Home?
June 30, 2026
Home values have risen significantly in recent years, but selling your home doesn't always mean you'll owe taxes. Learn when the home sale exclusion applies, when capital gains taxes may be triggered, and what steps you can take to plan ahead.
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Individual Tax
Should You Make After-tax, Non-Roth 401(k) Contributions?
June 11, 2026
Most retirement savers focus on pre-tax and Roth contributions, but there may be a third option worth considering. Learn how after-tax non-Roth 401(k) contributions can help diversify your retirement savings strategy and provide greater flexibility in the future.
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Individual Tax
Moving to a New State? Review the Tax Implications First
May 21, 2026
A change in state residency has tax implications beyond income taxes. Find out what tax factors to look at before relocating.
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Individual Tax
Your Post-tax-filing Checklist
April 21, 2026
There are a few more things to do once you’ve filed your 2025 income tax return …
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Individual Tax
What You Need to Know About Filing an Extension — and Minimizing Penalties
April 14, 2026
If you’re not ready to file your 2025 federal individual income tax return by April 15, you can request an automatic extension. Filing an extension (Form 4868) by April 15 can give you breathing room to file accurately and protect you from the failure-to-file penalty (assuming you file by the extended Oct. 15 deadline).
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Individual Tax
April 15 is the Deadline for More Than Just Your Income Tax Return
March 26, 2026
Depending on your situation, you may have more to do by April 15 than file your Form 1040. What you do — or don’t do — by that date could either save you or cost you taxes, interest and penalties.
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Individual Tax

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