The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was passed to make it easier for Americans to save for retirement. Here are the most important changes from the original law: 1. You Can Wait Longer to Take Required Withdrawals Before the law changed, most people had to start taking money out of retirement accounts at age 70½. Now: The age was raised to 72 (under the original SECURE Act). This matters because: The longer your money stays invested, th

If you’ve ever opened your financial reports & immediately felt overwhelmed, you’re not alone. Most business owners are handed too many reports, filled with too much information &very little explanation of what actually matters. The result? Important decisions get made based on gut instinct instead of clear financial insight—or worse, reports get ignored altogether. Here’s the truth: you don’t need dozens of accounting reports to run a successful business. You need a small se

A significant change to 401(k) contribution rules is coming in 2026, and it will affect certain higher-earning employees who are age 50 or older. This update, enacted under the SECURE 2.0 Act, changes how catch-up contributions are taxed & it may impact your ability to reduce taxable income. Here’s what you need to know.

This article breaks down several important tax changes affecting high-income individuals, businesses, employers, and families. From new limits on itemized deductions and changes to employer-provided benefits, to expanded childcare credits, education savings flexibility, and upcoming deadlines for energy deductions, these updates highlight why proactive tax planning is more important than ever. Understanding how these rules work can help you avoid surprises and maximize availa

Read more for updates on what is changing in regards to 2025 tax returns

The One Big Beautiful Bill Act (OBBBA) is a major federal tax law that reshaped individual and business tax planning. It impacts charitable giving, small business deductions, SALT limits, and depreciation rules—changing not just how much you can deduct, but when and how deductions work. With new income thresholds, permanent business tax benefits, and expanded planning opportunities, smart timing and strategic structuring are now essential to maximizing tax savings under post–