February Newsletter: Tax Season Edition

February Newsletter: Tax Season Edition

New Drop-off Day and NetClient Portal Updates Welcome to another Tax Season issue of Beyond the Numbers. We’re pleased to announce an upcoming Document Drop-off Day event this year for those of you submitting paper documents to us. If you’re using our NetClient...
January Newsletter: Tax Season Edition

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...
2025–2026 Tax Law Update: An Event Recap

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,...
Year-End Tax Cutting Moves to Consider

Year-End Tax Cutting Moves to Consider

Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Max out pre-tax retirement savings. The deadline to contribute to a 401(k) plan to get a 2023 taxable income reduction is December 31st. So...