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Congress expanded a tax trap for many owners of traditional IRA and 401(k) accounts when the SECURE Act 2.0 was…
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Based upon your plan options, generally, you may choose 1 of 2 ways to receive your deferred compensation: as a…
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What is an annuity: An annuity is an insurance product that works as an investment tool by paying out a…
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The Tax Cuts and Jobs Act of 2017 (TCJA) made dramatic changes to the rules for individuals that affect tax…
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2026 tax reform primarily involves significant changes from the OBBBA passed in 2025, which permanently extended some Tax Cuts and…
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Social Security is an important piece of just about everyone’s retirement pie, but the rules for claiming it make it…
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The IRS’s “Dirty Dozen” list warns of evolving, high-tech scams, including AI-generated phishing/smishing fake charity solicitations, and “ghost” preparers. Key…
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Payment Plans: Short-Term Payment Plan: You can request a short-term payment plan (up to 180 days) to pay off your balance.…
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What is Currently Not Collectible status? Simply stated, being placed on currently not collectible status means that the IRS has…
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When a taxpayer owes over $100,000 to the IRS, they are dealing with a significant tax debt and may face…
