Tax Consequences of Employee Holiday Gifts: What Employers Need to Know
Understand the tax implications of employee holiday gifts and ensure compliance with IRS regulations for a stress-free season.
November 25, 2025
Tax Planning
Holiday Gifts That Keep on Giving: How to Maximize Your Generosity with Strategic Tax Planning
Maximize holiday giving with tax-smart gifts like 529 plans, IRAs, and employee perks for year-end savings.
November 11, 2025
Will Tax Law Changes Impact Your Giving Strategy?
New 2026 charitable deduction rules: plan donations now to maximize tax benefits and giving impact.
November 10, 2025
What the 2026 Social Security COLA Means for Your Wallet
2026 Social Security benefits rise 2.8%. Learn what the COLA increase means for your taxes and retirement planning.
October 30, 2025
Employer Open Enrollment: Make Benefit Choices That Work for You
Employer open enrollment 2026: compare plans, curb costs, leverage HSAs/FSA.
October 21, 2025
Supercharge Your Retirement With Catch-Up Contributions (2025 Playbook)
Boost retirement savings with 2025 catch-up contributions across 401(k), 403(b), SIMPLE, SEP, HSAs, and IRAs. Practical strategies, limits, pitfalls explained.
October 15, 2025
Mandatory Roth Catch-Up Contributions Begin in 2026
SECURE 2.0 boosts 60–63 super catch-ups, but mandates Roth catch-ups for $145k+ earners starting 2026; review tax and savings strategies.
October 14, 2025
Get Ready: Opportunity Zones Are Set for a 2027 Comeback (and the Tax Breaks Are Big)
Discover how 2027 Opportunity Zone tax incentives can help you defer, reduce, or eliminate capital gains while building wealth.
September 30, 2025
Remote Work Reimbursements: Tax Traps and Smart Strategies for Modern Businesses
Discover tax-smart strategies for reimbursing remote work expenses—maximize deductions, stay compliant, and support your team with confidence.
September 23, 2025
Understanding S&P 500 Sectors: A Guide to Smarter Investing
Discover how S&P 500 sectors impact your portfolio and learn strategies to invest smartly in any market condition.
September 17, 2025