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Understanding Recent Changes to Tax Sheltered Annuities
A 403(b) plan, also known as a tax-sheltered annuity, is a retirement savings program that many tax-exempt organizations and public education institutions offer to their employees.

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Buying in France? Here’s What U.S. Homeowners Need to Know About Taxes in the Hexagon
Buying French property? Discover key tax rules for U.S. citizens with second homes in France, plus how to avoid double taxation and claim key exclusions.

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When Consumers Pull Back: What Small Businesses Need to Know Right Now
Consumers are delaying purchases, travel, and dining due to economic uncertainty. Learn how small businesses can adapt their planning and stay resilient through tariff-related shifts.

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How the Social Security Fairness Act and Lump-Sum Election Can Maximize Your Benefits
On January 4, 2025, President Biden signed into law the Social Security Fairness Act, a significant milestone in addressing long-standing issues within the Social Security system.

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Video Tips: Energy Efficient Home Improvement Credit
The IRS issued Notice 2023-59 regarding the requirements for home energy audits for taxpayers that want to include the audit cost when claiming the energy efficient home improvement credit.

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