The death of a spouse brings significant personal and financial changes, including important tax considerations. One question surviving spouses face is how to file their federal >>
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds >>
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks >>
The IRS has increased the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs due to rising fuel costs. Effective July 1, 2026, the standard mileage >>
This month, we recognized Women’s Retirement Security Day on July 14, a day dedicated to raising awareness about the unique retirement challenges women face and the >>
As a tax advisor at JCCS, I’ve been fielding questions from clients about a new tax-advantaged savings vehicle known as a “Trump Account.” These accounts, which became active July 4, >>
Tax problems can happen to even the most organized small business owners. A cash flow crunch, an unexpected tax notice, a missed filing deadline or a >>
A thoughtful spending policy helps nonprofits balance today’s funding needs with tomorrow’s financial stability. Now is an ideal time to evaluate whether your current approach supports >>
Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of >>
A single joint living trust with your spouse can simplify the management of shared assets, but separate trusts may offer enhanced asset protection and tax planning >>
