2026 Tax Update: New Retirement Limits, Estate & Gift Rules, and Smart Moves for Q1
As we open 2026, there are meaningful tax updates that can help you save more, protect more, and plan smarter. Below is a concise roundup
As we open 2026, there are meaningful tax updates that can help you save more, protect more, and plan smarter. Below is a concise roundup
As we move into 2026, we’re not just celebrating 50 years of theKFORDgroup—we’re looking ahead with purpose and optimism. Our recent open house offered a
Beginning in 2026, changes to U.S. Postal Service postmark rules mean your tax filing or payment may be considered late even if you mail it
Selling your business may be one of the most significant and emotional financial events of your life. Whether you’re planning to retire, start something new,
The IRS has announced that most of its operations are now closed due to the federal government shutdown, which began October 1. According to CPA
The IRS has issued final regulations implementing the Roth catch-up contribution requirement under SECURE 2.0. These rules affect participants age 50 and older who are
If you are age 70½ or older, Qualified Charitable Distributions (QCDs) are one of the most powerful ways to give to charities—both now and in
New Rules: A major change under the One Big Beautiful Bill Act (OBBB) could significantly impact your third-quarter estimated tax payment due September 15, 2025.
Congress recently passed the One Big Beautiful Bill (OBBB) Act, and one of its big changes may directly affect you or those you involved in

A Smarter Way for Families to Leave Charitable Gifts With the 2025 tax act now extending the higher estate tax exemptions, fewer families will face