Dec 4, 2025
Taxation Financial Planning Wealth Management
What to Know About Trump Accounts
Created under the One Big Beautiful Bill Act (OBBBA), Trump Accounts are a type of traditional individual retirement...
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May 16, 2025
Taxation Consulting Wealth Management
What to Do If You’ve Overfunded a 529 Plan
Saving for your child’s education with a 529 plan is a smart financial move. These tax-advantaged accounts are designed...
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Apr 2, 2025
Taxation Wealth Management Financial Planning
Qualified Charitable Distributions from IRAs
Qualified Charitable Distributions (QCDs) are a powerful tool for individuals who want to support charitable...
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Jul 27, 2024
Taxation Wealth Management
Tax Credit for Businesses Through the Alabama Accountability Act
The Alabama Accountability Act allows Alabama taxpayers and businesses to contribute to Scholarship Granting...
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Nov 1, 2023
Taxation Wealth Management
Understanding Gift Tax During the Holiday Season: Limits, Exceptions, and More
A gift—no matter how large or small—can have a profound impact on the people we love. If anything, the holiday season...
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Oct 10, 2019
Wealth Management Retirement Taxation
IRA Charitable Donations are an Alternative to Taxable Required Distributions
Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ or older, and don’t need...
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