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Last-Minute Tax Strategy: Accelerating Deductions
Have you been claiming the standard deduction the last few years? If so, you may want to rethink that for 2025. The expanded state and local tax (SALT) deduction may cause your total itemized deductions to exceed the standard deduction and itemizing to make sense. In...
Timing a Roth IRA Conversion
Now might be a good time for some taxpayers to convert their traditional IRA to a Roth IRA. Traditional IRA withdrawals are taxed and, if taken early, may be...
New Tax Rules Could Impact Your 2025 Planning
Top Highlights Under The New Law The One Big Beautiful Bill Act of 2025 (OBBBA) was signed into law on the July 4th holiday. This sweeping legislation locks...

