Tax gain harvesting allows taxpayers in the 10% and 12% brackets to realize long-term capital gains at little or no federal tax. This strategy can increase cost basis, reduce future tax exposure, and make smart use of low-income years. Learn how it works and when it makes sense for your financial plan.

A clear, CPA-level explanation of how tax-loss harvesting works, why it may reduce capital gains taxes, and when it is most beneficial.

The IRS has announced higher contribution limits for 401(k)s, IRAs, and catch-up contributions for 2026. Here’s a clear summary of the updates and income phase-out changes that may impact your retirement planning.

Learn how the 2025 SALT deduction changes could impact Texas homeowners. Understand new limits, income phaseouts, and whether itemizing makes sense this year.

Get ahead of tax season with our 2025 Year-End Tax Planning Strategies and Checklist.

Child Tax Credit in 2025: What the OBBBA Changed & What It Means for You

What the One Big Beautiful Bill Means for Your Taxes: Key Changes for Individuals

2025 Tax Filing Season Begins January 27th

Many companies now have until January 13, 2025 to file their initial BOI reports with FinCEN

Learn about the recent federal court injunction that temporarily halts the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act.

For many companies, the key deadline to file is January 1, 2025.

Tax moves to consider before December 31, 2024.

Key Considerations to Navigate when Self-Employed

Many tax deadlines extended to February 3, 2025.

Many tax deadlines extended to November 1, 2024.