The 'One Big Beautiful Bill Act' (OBBBA), enacted by President Trump, marks a pivotal shift in the U.S. tax landscape, especially for those aged 65 and above. This legislation aims to alleviate the ...

A massive new tax law, nicknamed the “One Big Beautiful Bill” (OB3), is bringing sweeping changes to the U.S. tax system, and experts say taxpayers should take time to understand the fine print.

The One Big Beautiful Bill recently passed includes permanently extending tax cuts from the Tax Cuts and Jobs Act, including increasing the cap on the amount of state and local or sales tax and ...

Advisors aren’t built for the mundane. You didn’t choose this profession to shuffle paperwork or crank out cookie-cutter projections. You’re here to grow—to win—and to create strategies that actually ...

Beginning in 2026, the tax law changes just enough to irk people who dream big by heading to the casino, betting online or buying lottery tickets. Instead of gambling losses being deductible to the ...

A new tax provision could help you save money by donating this Giving Tuesday. A special tax law change made in 2020 will allow taxpayers to deduct up to $300 for cash donations made to qualifying ...