by admin | Nov 7, 2025 | Planning
There’s still time to act At the end of each year there are a number of things to consider that may have a positive impact on your tax obligation. Here is a list of ideas that may be worth a quick review while there is still time. And especially this year with...
by admin | Oct 31, 2025 | Retirement
The Social Security Administration announced a 2.8% boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2026, another rate drop versus last year’s increase of 3.2%. The increase is based on the rise in the Consumer Price Index...
by admin | Oct 24, 2025 | Retirement
As you or your family members approach retirement years, it’s important to have a basic understanding of the IRS gift giving rules. With this understanding, there are opportunities to leverage this tax law without creating a tax problem. The rules You may give...
by admin | Oct 17, 2025 | Planning
Itemizing deductions may be back for you With the passage of the One Big Beautiful Bill Act (OBBB Act) many who took a standard deduction may now need to consider a potential change to itemizing. If this could be you, it is better to know this now, when you can still...
by admin | Oct 10, 2025 | The Audit
Fair market value (FMV) is the price that property would sell for on the open market. It is the price that would be agreed on between a willing buyer and a willing seller, with neither being required to act, and both having reasonable knowledge of the relevant facts....
