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Tax Day Is Here!With the individual tax-filing deadline on Wednesday, April 15th, here are several last-minute details and tips.
Annual Tax Quiz - American History EditionTo mark 250 years of American independence, our annual tax quiz explores the lesser-known, stranger corners of U.S. tax history.
Estate Planning and TaxesFrom an estate and gift tax perspective, the most significant change OBBBA made is a permanent increase to the estate, gift, and generation-skipping transfer (GST) tax exemption amounts.
Spring Cleaning That Pays You Back All YearInstead of rushing through financial tasks you may only do once per year, treat them as a deliberate spring financial checkup. Here are some ideas to get you started.
7 Interesting Financial FactsHere are 7 interesting financial facts that highlight real trends in personal finance, along with practical tips to help you make smarter decisions.
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APRIL 2026 Q & AQ: What is the pass-through income deduction for businesses? A: This deduction was set to expire at the end of 2025, but it was extended by the One Big Beautiful Bill Act (OBBBA). Owners of some pass-through businesses can continue to claim a deduction of up to 20% of qualified business income, plus 20% of qualified real estate investment trust (REIT) dividends and qualified publicly traded partnership (PTP) income.
Review Your Succession PlanMake sure to plan for what will happen to your business when you retire. Maybe your partner wants to buy you out, or you want to pass the business to your heirs. If you plan to sell your business to outside investors, you'll need to get a valuation. Include any consultation fees if the new owner requires assistance during the transition. Regardless of how you plan to transfer your business to new owners, consider how you'll receive payment for your ownership. Will it be a single lump-sum payment, or will you receive monthly payments? Your succession plan isn't just for retirement. It's also useful if you become ill, injured, or worse. And remember, your succession plan isn't something you create and then forget. Situations change, so review your plan each year. Do You Have an Adequate Emergency Fund?
The 2025 Bankrate Emergency Savings Survey found that, despite lower inflation, it remains the main obstacle preventing Americans from saving for emergencies.
Source: Bankrate, 2025 Annual Emergency Savings Report
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