Read About - Trump Accounts vs. 529 PlansFebruary 24, 2026
Recent legislation has introduced a new savings vehicle for children known as the Trump Account, leading families to ask how it compares with established tools such as 529 college savings plans and traditional retirement accounts
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Read About - IRS Math Act Signed into Law: A New Era of Taxpayer TransparencyFebruary 9, 2026
The Internal Revenue Service Math and Taxpayer Help Act (the IRS Math Act) is now law, fundamentally reforming how the IRS communicates simple tax errors to millions of Americans
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Read About - OBBBA Impact on Opportunity ZonesFebruary 2, 2026
The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, fundamentally transforms the Opportunity Zone (OZ) landscape
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Read About - IRS Starts Accepting 2025 Tax Returns on January 26January 20, 2026
The IRS officially begins accepting and processing 2025 tax returns on January 26, 2026
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Read About - IRS 2026 Mileage Rate Increase: Business Deductions Rise to 72.5 CentsJanuary 5, 2026
For 2026, the IRS has increased the business mileage rate to 72.5 cents per mile, a 2.5-cent jump from 2025
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Read About - IRS Increases 401(k) and IRA Contribution Limits for 2026December 15, 2025
The IRS has officially increased the 401(k) and IRA contribution limits for 2026, providing savers with a larger window for tax-advantaged growth
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Read About - Charitable Deductions: New Limitations Under OBBBADecember 9, 2025
The One Big Beautiful Bill Act (OBBBA) introduces critical limitations on charitable deductions starting in the 2026 tax year, primarily affecting high-net-worth individuals
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Read About - 2025 Year-end Year-round Tax Planning Guide
Read About - FTB Revises Market-Based Sourcing RegulationSeptember 15, 2025
The California Franchise Tax Board (FTB) made significant revisions to the state’s market-based sourcing regulation for the apportionment of sales
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