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- College Planning Doesn’t Have to Be Overwhelming
- From 529 plans to FAFSA and Pell Grants, most families don’t know all the ways to fund college. Here’s how proactive planning makes paying for school less overwhelming.
- Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
- The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning.
- Video Tips: An Update to the Adoption Tax Credit
- In this video, we cover updates to the 2025 adoption tax credit. Families can now claim up to $17,280 per adoption, with $5,000 refundable. Learn more about eligibility and carryover rules.
- Occupations Qualified for Tip Deduction Released
- On September 2, 2025, the Treasury Department released a draft list of 68 occupations eligible for the new "no tax on tips" deduction.
- The “Taylor Swift Tax”: $17M Mansion Sparks Debate Over Luxury Second Homes
- The “Taylor Swift tax” isn’t just a joke. States are rolling out luxury home surcharges to boost revenue and fund housing.
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