Preparing for retirement isn’t only a financial challenge—it’s an emotional one. With the right guidance, clients can navigate complex decisions and move forward with confidence in both their plan and their future.

The IRS has unveiled a draft version of the 2026 Form W-2, incorporating vital changes tied to the One Big Beautiful Bill Act (OBBBA)

The IRS and Security Summit partners have just concluded Week 5 of their “Protect Your Clients; Protect Yourself” summer series with a crucial reminder for tax professionals: identity theft is ever-evolving—and it’s targeting us more than ever.

School’s back in session—and that means educators are once again covering classroom costs out of pocket. Fortunately, the IRS offers a helpful tax break: the Educator Expense Deduction.