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The IRS has issued a list of the most common tax scams. Pay attention!

IRS Issues Annual List of Tax Scams Our latest Client Alert takes a look at the annual list of tax scams released by the IRS.

The Iran War, the Economy, and Your Portfolio.

The Iran War, the Economy, and Your Portfolio It's natural to be concerned with the economic impact of the war with Iran.

Some interesting facts about the origins and destinations of oil through the Strait of Hormuz. Hopefully, there's a resolution soon.

Infographic: Oil Trade Through the Strait of Hormuz by Country See which countries export and import the most crude oil flowing through the Strait of Hormuz.

Check out the latest inflation data going back to 2000. Ironically, healthcare and college tuition leading the charge!

Infographic: Where Inflation Has Hit the Hardest, 2000-2025 See the cumulative rate of inflation across key goods and services in the U.S. over the past 25 years.

Despite turmoil overseas, the American consumer will continue shopping on Amazon and scrolling endlessly on social media. Headlines may be loud, but making reactive portfolio changes in response to Geopolitical events is rarely a good move...

Geopolitics and the U.S. Financial Markets How do international events influence the U.S. stock and bond markets?

The IRS has officially released guidance on the new Trump Accounts (Section 530a), a tax-advantaged savings tool to help families build long-term wealth for their children. Whether you're a fan of Trump or not, these accounts offer unique financial incentives and are worth a closer look...

IRS Issues Guidance on 530A (Trump) Accounts IRS Issues Guidance on 530A (Trump) Accounts.

There are solid expectations for the economy in 2026, but not without crosscurrents from A.I., the labor market, tariffs, and the Federal Reserve...

AI Expectations Underpin the Economic Outlook for 2026 What trends are influencing economic forecasts for 2026?

If you live in a state that assesses state income tax, be on the lookout for changes in line with the 'One Big Beautiful Bill'. It's fairly common for states to adopt new legislation regarding federal income taxation...

State Approaches to OBBBA Income Tax Provisions States have been evaluating how OBBBA changes will impact their income tax revenue and administration.

The government experienced it longest shut down in history and is now officially back open, well at least until January 30th. Here's what you need to know...

The Shutdown Is Over: What Now? Here's a look at the legislation that ended the shutdown, unresolved issues, and estimates of the economic impact.

The new retirement plan contributions limits are increasing across the board. This is not only are great opportunity to save for retirement, but also a great opportunity to reduce your tax liability!

2026 IRA and Retirement Plan Limits Some key limits for retirement account savers are higher in 2026.

Thanks to the SECURE Act 2.0, if you’re 50 or older, brace for a shift in 2026. Catch-up contributions to workplace retirement plans will be required to be made to a Roth (after-tax) account, eliminating an upfront tax deduction on those extra contributions...

Mandatory Roth Catch-Up Contributions Begin in 2026 The IRS has issued final regulations related to mandatory Roth catch-up contributions for high earners.