Last Minute Tax Planning for 2025

This is a good time to take a look at some of the things we can do to get the best result on our2025 taxes, and to get a good start on 2026. There are several notable changes for 2025 and2026 resulting from the “One Big Beautiful Bill Act” but there are many issues that …

January 2025 Tax Notes

Yes… it’s time to start thinking about taxes again. Here are some things to think about: Filing Deadlines Tax Checklist Here is a link to my website, for a fairly comprehensive checklist of documents you may find helpful to complete your tax return: Notable documents you may need to provide include: Extensions Some people can’t …