Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

It may not be tax season yet, but it's time to get ahead. If you wait until January 1st to start your tax planning, there's really not *** lot you can do. You can't go back in time. Jackson Hewitt's ...

The Big Beautiful Bill Act brings new rules for income, deductions, and common tax steps. It is important to know which ...

Many retirees focus only on filing their annual tax returns - but that may lead to costly mistakes. Ed Wright, a partner at Golden Reserve, explained why proactive retirement tax planning is essential ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. Tax year end symbol. Concept words Tax year end typed on ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Signed into law on July 4, 2025, the One Big Beautiful Bill ...

It's hard to believe but 2025 is almost at an end and that means tax season is quickly approaching.With the end of the year coming, now is the time to take a look at finances to lower your tax bill.In ...

A lot of tax planning during the first half of 2025 was focused on what might happen if the individual provisions of the Tax Cuts and Jobs Act were allowed to expire at the end of 2025. Thanks to the ...

Millions of workers could soon claim the "no tax on tips" deduction, which offers a tax break for returns filed in 2026. The provision in President Donald Trump's "big beautiful bill" allows certain ...