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Trump Accounts are a new tax-advantaged retirement vehicle for children, created in 2025 and clarified by recent IRS guidance. Learn more about what families can expect, what’s still unknown, and how these accounts compare to options like Roth IRAs and 529 plans.
For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn’t have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.
HTB strives to prepare our clients for deadlines and important dates regarding tax filing and other financial deadlines.
Learn more about new retirement contribution limits taking effect in 2026, offering greater savings opportunities and added complexity for high earners.
Learn more about key year-end tax strategies for businesses, with guidance shaped by recent law changes and future planning opportunities.
Learn more about key year-end tax strategies for individuals and families, with guidance on current laws and upcoming changes expected in 2026.
Choosing the right business entity isn’t a one-time decision—it should evolve with your goals. Regular reviews can help optimize tax strategies, reduce risk, and position your company for long-term success.
Recent changes under the OBBBA present new opportunities for donors to enhance the impact of their charitable giving. Discover how these pivotal changes can influence donor strategies and support more tax-efficient philanthropy.
The OBBBA has reshaped the timeline for energy-related tax credits, with some already expired and others set to sunset soon. Staying informed and acting quickly can help taxpayers preserve access to these benefits.
Effective September 30, 2025, the IRS will require electronic submission for all federal tax payments and refunds, eliminating paper-based transactions.
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