4 min read
Maurice La Verdure: Aug 19, 2026, 10:43:15 AM
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected...
2 min read
Maurice La Verdure: Mar 19, 2026, 1:48:50 PM
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an...
2 min read
Maurice La Verdure: Mar 19, 2026, 1:41:52 PM
Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new...
2 min read
Maurice La Verdure: Jan 7, 2026, 2:10:19 PM
Debt is inevitable for most small and midsize businesses. Loans are commonly used to help fund a company’s launch, expansion, equipment purchases and...
3 min read
Maurice La Verdure: Jan 7, 2026, 1:42:03 PM
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases,...
2 min read
Scott Henvey: Nov 20, 2025, 4:46:33 PM
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you...
1 min read
Maurice La Verdure: Nov 20, 2025, 4:42:28 PM
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...
3 min read
Maurice La Verdure: Aug 5, 2025, 5:26:18 PM
As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That...
2 min read
Maurice La Verdure: Aug 5, 2025, 5:11:43 PM
Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
3 min read
Scott Henvey: Aug 5, 2025, 5:04:33 PM
They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently...
1 min read
Scott Henvey: Jun 12, 2025, 10:23:22 AM
The IRS recently released the 2026 inflation-adjusted amounts for Health Savings Accounts (HSAs). Employees will be able to save a modest amount more...
2 min read
Maurice La Verdure: May 8, 2025, 12:08:47 PM
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the...
2 min read
Scott Henvey: Apr 8, 2025, 2:06:16 PM
Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may want to help by...
