“The 199A Rule That Still Pays Big—If You Act Fast” To get my complete article with all the details… It’s easy to get caught up in the rush of year-end business tasks—closing the books, finalizing payroll, planning for next year. But here’s something most business owners overlook: the Section 199A deduction. It’s one of the simplest ways to reduce your 2025 … [Read more...]
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The OBBBA’s Hidden Gift for IRA Owners
“OBBBA’s Secret Gift: Bigger Tax Breaksfor QCDs from Your IRA” To get my complete article with all the details… If you’re 70½ or older, the OBBBA just handed you one of the most powerful tax breaks yet. Qualified charitable distributions (QCDs) have always been a smart move—but under the new law, they’ve become a secret weapon for cutting taxes, reducing income, and … [Read more...]
Download the OBBBA Individual Tax Grid to Your Desktop Now
“Download the OBBBA IndividualTax Grid to Your Desktop Now” To get my complete article with all the details… The tax code just changed. Again. But this time, we’ve made it simple for you. The One Big Beautiful Bill Act (OBBBA) has rewritten the rules on more than 30 key individual tax provisions. Whether you're filing as a parent, homeowner, freelancer, retiree, … [Read more...]
Simplify QCDs—Avoid These Mistakes
“QCD with IRA Checking Account—Easy, but Beware” To get my complete article with all the details… If you're over 70½ and taking required minimum distributions (RMDs) from your traditional IRA, you’ve probably heard of the qualified charitable distribution (QCD) strategy—a smart way to donate to charity while reducing your taxable income. What you may not know is that … [Read more...]
Kill the Tax Bite from Your RMDs with This Smart Move
“Beat the Taxman:Use the Tax Code–Created QCD to Kill Your RMD” To get my complete article with all the details… If you're age 73 or older (or getting close), you already know: those required minimum distributions (RMDs) from your IRA can do a number on your taxes. But what if we told you there’s a way to satisfy your RMD, support a cause you care about, and … [Read more...]