April 2026

[vc_row][vc_column][vc_column_text css=""] What to Know If You Receive an IRS Notice Notices from the IRS are more common than you may realize. Each year, the IRS mails millions of letters to clarify information, confirm changes or request additional documentation. Receiving a notice may seem inti... Read More

March 2026

What's New for Retirement Catch-Up Contributions in 2026 Beginning in 2026, a significant change to retirement plan catch-up contributions takes effect. Part of the 2022 Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, the change affects higher-income taxpayers age 50 and old... Read More

February 2026

Unlock Bigger Deductions on Rental Real Estate Many rental property owners are surprised to learn that federal tax law often restricts their ability to deduct losses, treating most rental activities as passive unless specific requirements are met. But if you can qualify for the real estate professi... Read More

January 2026

Can You Claim a Tax Deduction for Tips or Overtime Income? If you received tips or overtime pay in 2025, you may be eligible for a new deduction when you file your income tax return. Both deductions can be claimed whether or not you itemize deductions. But various rules and limits apply. Also be aw... Read More