The One Big Beautiful Bill Act (OBBBA) 2026 Comparison Guide The One Big Beautiful Bill Act (OBBBA) made significant changes to the federal tax code, extending, modifying, and creating new provisions. This guide compares key provisions under prior law (TCJA + scheduled sunset) versus current law under the OBBBA, so

What Documents Do I Need to Collect for Filing My 2025 Tax Return? Gathering the right documents before sitting down with your tax preparer saves time, reduces errors, and ensures you don’t miss a deduction. This checklist covers every document type you may need for the 2025 tax year, organized by income,

What Documents Do I Need to Keep on File? Knowing what to keep—and for how long—protects you during IRS audits, supports insurance claims, facilitates estate settlement, and ensures your financial records are in order when life changes. This checklist guides you through the key document categories and recommended

What Important Issues Should I Consider Regarding Changes Made by the SECURE Act 2.0? SECURE Act 2.0 introduced dozens of changes to retirement planning rules across multiple years. From raised RMD ages and expanded catch-up contributions to new emergency savings accounts and 529-to-Roth rollovers, understanding which

What Issues Should I Consider at the Start of the Year? The beginning of the year is the ideal time to reset, reassess, and refocus your financial plan. This checklist covers the full range of year-beginning financial planning tasks—from reviewing last year’s progress to setting contribution rates, evaluating

What Issues Should I Consider Before the End of the Year? Year-end is the last chance to take action on time-sensitive financial planning opportunities. From harvesting investment losses and completing RMDs to funding retirement accounts and making year-end gifts, the decisions you make before December 31 can have a

A thoughtful charitable giving strategy does more than benefit the organizations you care about—it can help you reduce your tax liability, transfer wealth efficiently, and create a lasting legacy. This checklist walks you through every dimension of building a giving strategy, from clarifying your motivations to

A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving when you: Want to make a large charitable gift to offset your tax liability Intend to make numerous and

During the months of March and April, we want to help you identify planning opportunities (and spot potential issues) with your tax returns. If we work together now, we can help identify… If there was a change in your finances last year and you are paying excess estimated taxes; Additional ways to reduce your tax