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On July 5, President Trump signed the One Big Beautiful Bill Act (OBBB) into law—a sweeping tax reform package that makes several key provisions from the 2017...
Comparison of House and Senate Versions of the 2025 Tax Reform Bill
Jun 24, 2025As Congress works toward finalizing tax legislation, both the House of Representatives and The Senate Finance Committee have released competing versions of what...
Tax Consequences of Borrowing From a Retirement Plan
Feb 03, 2023If your company has a qualified retirement plan or you have set one up in self-employment — such as a 401(k), profit-sharing, or Keogh plan — the pa...
A Dozen Ways the SECURE 2.0 Law Helps Individuals and Employees
Jan 04, 2023In the waning hours of the 117th Congress, a large government funding bill was passed that includes many provisions that will help Americans save more for retir...
Oops … Do You Need to Amend Your Tax Return?
Jul 07, 2022The COVID pandemic prompted numerous temporary changes to the tax laws for 2020 and 2021. From Economic Impact Payments, penalty-free IRA distributions and the ...
Spring Cleaning Your Personal Tax Files
May 12, 2022The general rule for retaining federal tax records is three years. That’s because the statute of limitations for the IRS to audit your tax return is typic...
House Democrats Release Tax Proposal
Sep 17, 2021Recently House Democrats released a draft proposal of federal tax changes. Included in the proposal are numerous tax increases. These are proposals only at this...
Beware: Teleworking Arrangements May Cause State Tax Withholding Issues
Aug 18, 2021During the COVID-19 pandemic, many employers shut down their regular workplaces, either partially or wholly, as a safety precaution and instructed their employe...
Advanced Child Tax Credit Payments – You may want to Opt Out
Jun 30, 2021In June, the IRS sent letters regarding advance payments of the Child Tax Credit (CTC) to potentially eligible taxpayers. For 2021 only, the CTC increases to $3...
Is the tax deadline extended for your 2020 taxes?
Mar 31, 2021The IRS announced the federal income tax filing deadline for individuals for the 2020 tax year is extended from April 15, 2021, until Monday, May 17, 2021. This...
