The 2025 tax bill just became law, and it’s packed with changes. From retirement account strategies to small business deductions and new income tax rules, your 2025 plan may need a serious rethink. We break down what stays the same, what’s changing, and what you should be doing next.

Wondering if your kids will owe taxes on a gift you give them? The short answer is no, and in most cases, you won’t either. This article breaks down how gift tax rules work and why most families can give freely without owing anything.

Thinking about selling your home and wondering about the tax implications? Discover how the IRS’s section 121 can help you avoid paying taxes on significant gains from the sale of your primary residence. Michael Hollis walks through how exclusions and proper calculations can keep more money in your pocket and make your home sale as profitable as possible.

Roth IRAs are a powerful tool for tax-free growth in retirement, but there’s a key rule you need to know: the five-year waiting period for withdrawing earnings. This article explains how the rule works, how Roth conversions add complexity, and why starting early can maximize your tax-free retirement income.

If you’re a DIY tax filer, you may be just getting started and feeling overwhelmed. Here’s ten tips for tax filing to guide you along the way…

If you’re interested in a deep dive into filing your taxes, this post is for you. Michael Hollis will break down the 1040 form into seven subdivisions: Information About You, Income You Made, Deductions You Can Take, Taxes You Owe, Credits Applied to Your Bill, Payments You’ve Made, and the Refund Due or Balance Owed...

Michael Hollis discusses what to know regarding retirement contributions and what you can do when.

You’re never too old to learn something new! If you just turned 65, this blog is for you.

Make your charitable giving work harder for you. Learn strategies like donating appreciated assets and bunching gifts to boost your impact and reduce taxes.

Understanding the impact taxes can have when making financial decisions is why tax planning is so important.

Charitable giving benefits your community, organizations close to your heart, and families that need a helping hand.

The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.