Personal Finance

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…

President Trump has officially signed the One Big Beautiful Bill Act (OBBBA) into law — a major overhaul that will impact individuals and businesses alike. As details unfold, it’s more important than…

Mandated by a recent Executive Order, the U.S. Treasury Department is eliminating paper checks and all payments to and from federal agencies must be made electronically. Paper refund checks and mailed-in…

As tax legislation evolves, staying ahead of the changes isn’t just a good idea, it’s essential. With the upcoming tax reform being touted as “big” and “beautiful,” businesses and individuals…

Now that tax season is behind us, it’s the ideal time to take a fresh look at your withholding for the upcoming year. While it’s easy to put taxes out of mind once you’ve filed, a quick check now…