January Newsletter: Tax Season Edition
For 2025 tax return filing, we’ve put together key information to help make the process smooth, secure, and as stress-free as possible for you. Below find what to expect, what we need from you, and helpful resources to keep things moving efficiently. Step 1: Get...
Protect Yourself from Tax-Related Identity Theft in 2026
Tax season is a prime time for identity thieves to strike with more financial information being shared online than ever. Cybercriminals are constantly finding new ways to exploit personal data, making it essential to stay vigilant and protect yourself. Here are a few...
2025–2026 Tax Law Update: An Event Recap
Written by Heidi Johnson Bixby, CFP®, and Ralph Doggett, CFP®, EA. At our recent 2025–2026 Tax Law Update event, we unpacked one of the most wide-ranging sets of tax changes in years: the H.R. 1 law, also known as the ‘One Big Beautiful Bill’ Act, enacted on July 4,...






























