Individual Tax Tips
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Moving to a new state? Review the tax implications first
Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state.…
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Fine-tune your tax withholding after filing your return
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too…
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Individual tax calendar: Key deadlines for the remainder of 2026
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to…
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Your post-tax-filing checklist
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some…
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Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once…
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April 15 is the deadline for more than just your income tax return
You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has an April 15 deadline? If you don’t,…
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