Big changes are coming to the tax code with the newly signed One Big Beautiful Bill Act. With lower tax rates, a boosted standard deduction, new charitable write-off, and more, this law opens up fresh tax planning opportunities.

As tax season wraps up, it's the perfect time to start planning for next year. This guide breaks down how proactive tax planning and strategy can help you reduce your tax liability, avoid surprises, and take advantage of deductions and credits.

Celebrate gratitude this Thanksgiving with charitable giving! Explore tax-smart donations, local shopping, and employer-matching gifts to make a meaningful impact.

Tas season might be over, but it’s always a good idea to be on the lookout for fraudulent tax schemes to avoid. The IRS releases its “Dirty Dozen” list each year to highlight the worst of these scams. Let’s take a look at some of the tax schemes you should be aware of year-round — as well as how you can sidestep fraudsters and their ruses.

Before you’re ready to file your taxes or extend your filing date, you’ll be receiving quite a few forms. What tax forms can you expect to receive? Learn about W-2s, 1099s, and other tax documents to expect during this year's tax season.

Whether it's getting withholding right, properly utilizing an HSA, making the most from the tax efficiency of rental property, or taking advantage of new tax laws, the key is to stay engaged and proactive in your 2023 tax planning. Read about Jason’s takeaways from the recent tax season and tax planning opportunities for 2023.