Tax

For 2026, the IRS has increased the business mileage rate to 72.5 cents per mile, a 2.5-cent jump from 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

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

The end of the year is a key time to make tax-smart moves

The California Franchise Tax Board (FTB) made significant revisions to the state’s market-based sourcing regulation for the apportionment of sales

The tax treatment of research & development (R&D) expenses has been a significant challenge for businesses in recent years

Since spring 2025, the IRS has been expanding its Individual Online Accounts, making it easier for taxpayers to access important documents

https://windes.wistia.com/medias/28my65z4c3?embedType=web_component&seo=true&videoWidth=960   Unexpected events can disrupt even the best financial plans

https://windes.wistia.com/medias/69gsf4080l?embedType=web_component&seo=true&videoWidth=960   Market conditions can shift quickly, and the right mix of investments can make the difference between stability and uncertainty