A Big Win for Retirees: What the Social Security Fairness Act Means for You
Discover how the 2025 Social Security Fairness Act repeals WEP & GPO, boosts retiree benefits, and how to reduce taxes on your lump-sum SSA payments.
June 5, 2025
Tax Planning
Managing Your Tax Bracket: The Biggest Overall Tax Saving Strategy
Master your tax bracket to reduce liability, boost savings, and improve financial health with smart, year-round tax management strategies.
June 5, 2025
The IRS Will Help Fund Your Energy Upgrade—But Only If You Do It Right
Learn how to claim up to $1,200 in IRS tax credits for energy-efficient home upgrades, including audit costs.
June 4, 2025
A Guide to Tax Credits and Deductions for Individuals
Maximize your tax refund by understanding which credits and deductions you qualify for and how they reduce your tax bill.
June 4, 2025
June 16 Tax Deadlines: What Expats and Self-Employed Americans Must Know
June 16, 2025, is the U.S. tax deadline for expats and estimated tax filers—avoid penalties by acting now.
June 3, 2025
IRA Strategies During Uncertain Markets
Roth IRA conversions during market dips may lower taxes, while IRA RMD timing requires careful planning amid ongoing market uncertainty and volatility.
June 3, 2025
Educational Assistance as a Working Condition Fringe Benefit
Tax-free educational assistance over $5,250 may qualify as a working condition fringe benefit if it enhances current job skills.
May 21, 2025
When Is It Safe to Discard Your Tax Records?
Learn when to discard tax records, which documents to keep longer, and how to safely dispose of sensitive info.
May 20, 2025
When Trust Turns Toxic: The Lisa Schiff Scandal & What It Teaches Us About Financial Fraud and Tax Law
Discover how a $6M art fraud case exposes tax risks and due diligence lessons for high-net-worth art investors.
May 19, 2025
FBAR & FATCA Reporting: What U.S. Taxpayers Need to Know About Foreign Assets in 2025
Learn the key FBAR and FATCA filing requirements for U.S. taxpayers with foreign accounts to avoid costly IRS penalties.
May 15, 2025
