(866) 900-4236Call Pay Online Resources
Client Center
Remote Support
One Big Beautiful Bill Act News
Complete an Interest Form
Menu
Menu
One Big Beautiful Bill Act News
Complete an Interest Form

News

Sign Up for Our Newsletter
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.
Read more
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.
Read more
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 …
Read more
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).
Read more
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.
Read more
Individual Tax
Parents: Claim All the Tax Credits You’re entitled to
March 5, 2026
Child, dependent, adoption and education tax credits can provide significant tax savings, but various rules and income-based limits apply. Which credits might you be eligible for on your 2025 return?
Read more
Individual Tax
Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit from Itemizing on Their 2025 returns
February 26, 2026
The quadrupled SALT deduction limit may mean bigger tax savings in 2025. If you’ve taken the standard deduction in recent years, it may be time to reconsider itemizing.
Read more
Individual Tax
Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate it
February 10, 2026
Charitable donations can be a powerful tax saver for anyone who itemizes deductions. But you must comply with many rules, including obtaining proper substantiation for your gifts.
Read more
Individual Tax
How the New Trump Accounts for Children Will work
February 5, 2026
If your baby is eligible for a $1,000 free government contribution, you’ll want to set up a Trump Account. These new accounts also can be beneficial for older children. Here’s what you need to know.
Read more
Individual Tax
Tax Filing FAQs for Individuals
January 27, 2026
Tax filing season is upon us, and you probably have questions. Here are answers to some FAQs to help.
Read more
Individual Tax
A New Year Means New Tax Figures for Individuals
January 2, 2026
For 2026, the standard deduction, most retirement contribution limits and the gift and estate tax exemption are increasing. Other important tax figures for individuals are also changing.
Read more
Individual Tax
Changes to Charitable Donation Deductions Are on the Horizon
December 18, 2025
New tax law provisions for deducting charitable donations go into effect in 2026. Find out how you’ll be affected.
Read more
Individual Tax

Get More Articles Like This in Your Inbox

Sign up for our email newsletter and get the latest news sent straight to you.
*
*
Newsletter Details