Wealth transfer ideas to consider this year
Invalid Date
The OBBBA increases the lifetime estate exclusion in 2026. Here are four essential strategies to optimize an estate plan’s tax efficiency and ensure a seamless legacy.
Latest
Planning strategies to optimize tax savings in 2026
As tax law changes from the OBBBA take effect, taxpayers may want to evaluate their financial plans. Here are some essential strategies—including Roth conversions that may help taxpayers optimize savings.
When it may make sense for married couples to file taxes separately
While most married couples benefit from filing joint tax returns, separate filing can be advantageous in very specific scenarios. Learn how filing separately could offer an advantage.
Early planning can help taxpayers navigate tax season.
2025 brought new tax policy changes. Prepare early to understand deductions, charitable giving and retirement contributions. Learn how organizing documents and consulting an advisor can optimize your filing, ensuring a smoother process.
How to simplify an estate plan with a beneficiary review
Estate planning isn't just for the wealthy; it's for everyone. Our Bill Cass explains how designating beneficiaries and regular reviews may help secure your legacy.
OBBBA:Ten tax law changes taking effect in 2026
The OBBBA brings 10 tax changes for 2026. Some provisions benefit taxpayers while others impose new restrictions. Here are the highlights.
Key tax figures for 2026
In 2026 new tax deductions and inflation adjustments impact tax brackets, rates and contribution limits. Here are some highlights of what is changing in 2026 and some planning considerations.
Time to act: Inherited IRA beneficiaries must begin distributions in 2025
Many beneficiaries who inherited retirement accounts after 2019 must begin taking required minimum distributions in 2025 under the SECURE Act's 10-year rule. Here are some planning considerations.
SECURE 2.0 update: Mandatory Roth catch-up contributions arrive in 2026
SECURE 2.0 mandates Roth catch-up contributions for certain retirement plan participants starting in 2026. Here are some highlights of the new provision that will impact high earners' tax bills and retirement savings.
Changes coming for Social Security and Medicare in 2026
Social Security's 2026 COLA is increasing, and so are Medicare Part B costs. Here are some planning considerations to prepare for these key updates.
Four considerations for year-end charitable giving
The OBBBA introduced new provisions for charitable giving beginning next year that may impact the tax benefit of giving strategies. Here are four key questions to evaluate now when considering donations for 2025.