Personal Finance

IRS Announces New Tax Brackets under OBBBA
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…
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Fraudulent Texts Target Pennsylvanians in Refund Scam
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…
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3rd Quarter Estimated Taxes due September 15th
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…
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Insight: How The Coming Interest Rate Shift Favors Lower Middle-Market Deals
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…
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Key Provisions in the One Big Beautiful Bill Act Explained
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…
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No More Checks as Government Moves to Electronic Payments
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…
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Change Is Coming: Let Haefele Flanagan Help You Decipher the Big, Beautiful Tax Bill
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…
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Why Now is the Perfect Time to Check Your Withholding
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…
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Where’s My Refund?
As millions of people file their 2024 tax returns, the Internal Revenue Service reminds taxpayers to use the Where’s My Refund? tool on IRS.gov to confirm receipt of their return and track a refund.…
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Super-Catch-Up Retirement Contributions
Starting in 2025, the SECURE 2.0 Act allows eligible participants who are ages sixty to sixty-three to make “super-catch-up contributions” of up to the greater of: $10,000, or 150 percent of the regular…
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