Here are the standard mileage rates for 2026.

There are plenty of tax changes to look forward to in 2026. This month's newsletter outlines some of the biggest and provides insights about how to take full advantage of the changes. There's also a change to consider if your employer has a retirement savings plan option for you. It relates to the ability to place additional contributions in tax-deferred accounts. If this impacts you or someone you know, you may want to take a look. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

Plan now to make your 4th quarter estimated tax payment.

Happy New Year! With the holidays behind us, it's time to summarize last year's activities and prepare to file your 2025 tax return. So as you wait to receive the needed documentation, why not consider squeezing in a tax-savings New Year's resolution? This month's newsletter outlines three to consider. You’ll also find guidance on staying organized to prepare for filing your 2025 tax return. This is even more important with recent tax law changes including the tax-free tips and tax-free overtime benefits. There are also articles outlining practical money ideas anyone can use plus a look at technology changes that are beginning to show up in everyday life. As always, should you have any questions, please call. And feel free to forward this information to someone who could use it!

Looking for some ideas to make filing your taxes less cumbersome? Here are some tips.

Now is tax theft season. Here are some tips to ensure you aren't snared in their trap.

2025 contribution limits are set for retirement plans. Now is a good time to plan your upcoming retirement contributions.

Holiday season also brings about preparing for year-end with those having a calendar based tax year. There is plenty that can be done now, to make the process of preparing for and filing your tax return. Included this month are some great ideas to help make the process a bit easier. Also included is a discussion on the correct handling of owner compensation and ideas to keep things organized. As always, feel free to reach out should you have any questions or concerns.

An IRS notice outlines key details of new Trump Accounts and the $1,000 seeding of accounts for newborns. Included is a recent announcement of a special $250 contribution to children ages 10 and under. Here are key details.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

One of the biggest contributions a taxpayer can make is to donate a used automobile. But if not careful, the value of a donated vehicle could be a lot lower than you think.

Plenty of new tax laws are set to land in 2026. This issue gives you an easy way to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier. You’ll also find our holiday quiz – a fun way to test what you know about the traditions behind seasonal giving. Also read how year-end is a good time to handle a few financial tasks that can trim taxes and set you up for a steady start to the new year. And with prices still climbing across everyday items, we’ve included straightforward tips to help your budget stretch a bit further. As always, should you have any questions, please call. And feel free to forward this information to someone who could use it!

November is often the time to sign up for benefits in the upcoming year with your employer. Don't forget to consider ways to save on taxes. Here are some tips.

Many are dipping into their employer-sponsored retirement plans using the lending feature. Unfortunately, many are later faced with a tax problem!

During the later part of the year and through tax season, cybercriminals ramp up their efforts, and small businesses are often in their sights. Limited security resources and valuable financial data make smaller operations appealing targets for scams and data breaches. In this issue, are some ideas to consider to improve your firm's security to protect it from the most common scams circulating this year. It also contains practical steps you can take to reduce your exposure. There is also an article discussing the current state of audit risks for your business and practical steps to help you prepare should the audit target be put on your business. As always, please reach out with any questions and forward this information to anyone who may find it of value.

As part of the OBBB Act, there is a new interest deduction available on your tax return for qualified car loans. Here is what you need to know.