Personal Finance

The IRS has announced important cost-of-living adjustments for the 2026 tax/plan year that will impact several retirement plan limits. These changes are designed to help employees keep pace with inflation…

The Internal Revenue Service reminds taxpayers who pay estimated taxes that they have until January 15th to make their payment for the 4th quarter of tax year 2025 without penalty. Who needs to make a…

TaxCaddy is a software program designed to make gathering tax documents and sharing them with your tax professional a breeze. But why take our word for it? Here are the top 5 reasons YOU should be using…

At Haefele Flanagan, we’ve worked alongside family businesses for decades and we know that running one takes more than hard work and good intentions. It takes planning, clarity, and the confidence that…

With major tax changes in play from the One Big Beautiful Bill Act (OBBBA), now is the time to review year-end charitable planning. Certain OBBBA provisions take effect in 2026 and could reduce the tax…

As year-end approaches, now is the ideal time to review your financial picture and take steps to capture available tax savings. With new tax legislation, economic shifts, and evolving personal circumstances…

The IRS has released its official 2026 inflation adjustments, outlining new tax brackets, standard deduction increases, and several important updates that will affect both individuals and businesses.These…

Pennsylvania Secretary of Revenue Pat Browne issued a warning about a phishing scam targeting Pennsylvanians. The scam involves fraudulent text messages that impersonate PA Department of Revenue officials…

The Internal Revenue Service reminds taxpayers who pay estimated taxes that the deadline to pay their third quarter tax liability is September 15th. Taxpayers may have to pay estimated tax if the amount…

A Unique Window for Business Owners The largest generational transfer of business wealth in American history is sitting in traffic. Millions of baby-boomer business owners who have spent decades building…