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  • Recent Updates
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  • Annual Tax Releases
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Recent Updates

The power of catch-up retirement account contributions after 50

Sep 30 in Individual Tax Alerts, Tax Info

Are you age 50 or older? You’ve earned the right to supercharge your retirement savings with extra “catch-up” contributions to your tax-favored retirement account(s). And these contributions are more valuable than you may think.

IRA contribution amounts

For 2025, eligible taxpayers can make contributions to a traditional or Roth IRA of up to the lesser of ... Read More ›

What taxpayers need to know about the IRS ending paper checks

Jul 29 in Emerging Tax and Regulations Alert, Individual Tax Alerts, Tax Info

The federal government has announced a major change that will affect how numerous Americans receive their tax refunds and federal benefit payments. The U.S. Treasury Department, the IRS and the Social Security Administration (SSA) will soon stop issuing paper checks. This transition is designed to increase efficiency, reduce fraud and lower administrative costs — but ... Read More ›

How will the OBBBA affect individual taxpayers?

Jul 18 in Individual Tax Alerts, Tax Info

The One, Big, Beautiful Bill Act (OBBBA) includes, among many other things, numerous provisions that can affect an individual’s taxes. The new law makes some changes to existing tax breaks that will be significant to many, but not all, taxpayers. It also creates new breaks that, again, will be significant to certain taxpayers. Finally, it ... Read More ›

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