- 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.
- 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.
- 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.
- 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.
- 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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