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The new Trump accounts savings initiative provides families with a tax‑advantaged way to save and invest for children’s futures. These accounts were introduced as part of recent federal tax legislation and will become available for contributions in 2026 once IRS guidance and procedures are established. What Are Trump Accounts? Trump accounts are tax‑advantaged investment accounts […] Read More
In the midst of tax season, most of us are concerned only about filing our tax returns on time. Many people view Form 1040 as nothing more than a compliance requirement, simply something to do and forget about. But what if your tax return was capable of doing more? What if the numbers on your […] Read More
Is your goal that your family be taken care of when you are gone? And you don’t want them to deal with all the complicated processes or make any difficult decisions during the period of mourning. And you need a detailed estate plan for your family that details your clear wishes? If so, you are […] Read More