Individual, Family & Fiduciary Tax Trump Accounts: Long-Term Savings Planning Considerations for Families For families focused on long‑term wealth planning, Trump Accounts, a newly introduced federal children’s savings program, now offer tax-advantaged long-term savings opportunities for children under... May 27, 2026
Tax Planning & Compliance Federal Court Ruling May Reopen COVID-Era Tax Penalty Refunds A federal court ruling may allow some taxpayers to recover interest and penalties paid during the COVID-19 disaster period. The decision clarifies how suspended tax... April 2, 2026
Individual, Family & Fiduciary Tax Give the Gift of an Estate Plan The holiday season brings thoughts of giving—carefully chosen gifts that show love, create lasting memories, and sometimes provide practical value for years to come. For... December 23, 2025
Business Tax Employers Prepare for New Overtime Deduction Reporting Rules Under OBBB The One Big Beautiful Bill (OBBB) Act, passed earlier this year, introduces a temporary tax break for individuals who receive overtime pay. For tax years... October 7, 2025
Tax Planning & Compliance What OBBB Means for Charitable Contributions New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations... October 3, 2025
Individual, Family & Fiduciary Tax What OBBB Means for Estate Tax and Wealth Transfer The One Big Beautiful Bill (OBBB) Act raises the federal estate tax exemption to $15 million per individual beginning January 1, 2026, a permanent change... October 1, 2025
Individual, Family & Fiduciary Tax New Mortgage Interest Rules Offer Opportunities for Individual Taxpayers How the OBBB Act Changes Mortgage Interest Deductions The rules for deducting mortgage interest have shifted in ways that may prompt many individual taxpayers to... September 25, 2025
Individual, Family & Fiduciary Tax Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand 2025 Individual and Family Tax and Wealth Preservation Webinar Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth... September 19, 2025
Business Tax OBBB Creates New Deduction for Qualified Tips Through 2028 The One Big Beautiful Bill (OBBB) Act introduces a new federal tax provision that may affect businesses with tipped employees. Beginning in 2025, up to... September 18, 2025