News & Insights
New Provisions for 2026 May Affect Your Tax Planning
March 16th, 2026
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Tax |
Tax Credits |
High Net Worth |
Small & Midsize Businesses
The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 federal income tax returns being […]
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Some Small Businesses Can Still Benefit from the Health Care Coverage Credit
March 3rd, 2026
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Tax Credits |
Healthcare |
Small & Midsize Businesses
Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax. One tax credit that […]
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Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing on Their 2025 Returns
February 20th, 2026
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Tax |
Tax Credits |
High Net Worth
An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill […]
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2026 Tax Calendar
January 28th, 2026
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Tax |
Tax Credits
To help make sure you don’t miss any important 2026 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are due. Please review the calendar […]
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There’s Still Time to Save 2025 Taxes
December 15th, 2025
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Tax |
Tax Credits |
Small & Midsize Businesses
Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more of these year-end tax-saving ideas by December 31. Defer Income […]