The One Big Beautiful Bill Act (OBBBA) extended several individual provisions of the Tax Cuts and Jobs Act (TCJA) beyond 2025. That extension removed what many federal retirees expected to be a sharp tax-rate increase in 2026. For years, planning conversations assumed ... Read More

The Tax Cuts and Jobs Act of 2017 (TCJA) made two changes to the state and local taxes deduction included as an itemized deduction on IRS Form 1040 Schedule A. These two changes were: (1) Foreign real estate property taxes ... Read More

Federal employees and retirees are reminded each year at this time of year to perform year-end tax planning. This year is no exception, especially with the passage of the One Big Beautiful Bill Act of 2025 (OBBBA). One of the ... Read More

In this episode, Dan and Katelyn discuss key 2025 tax changes from the OBBBA and their impact on federal employees. They cover tax deductions, estate planning, and student loan updates, followed by Roth conversion strategies to help diversify retirement portfolios ... Read More

In this episode, Dan and Katelyn discuss key 2025 tax changes from the OBBBA and their impact on federal employees. They cover tax deductions, estate planning, and student loan updates, followed by Roth conversion strategies to help diversify retirement portfolios ... Read More