Lisa Marie Brugman, EAIt’s hard to believe we’re already stepping into 2026. Does your tax professional keep you updated on all of the tax law changes that affect you? If your answer is “No” or “I don’t know,” then take a look at this brief on tax law changes that affect you for 2026.
Lisa Marie Brugman, EAThe “2026 Tax Resource” is your go-to reference. It puts commonly needed tax information at your fingertips. In the fast-paced, complicated world of taxes, having instant access to key information can make a difference. This handy-dandy reference is your quick-access tool—no more wasting time digging through files or searching online. With this resource saved to your desktop, you have a big chunk of what you need, with just a click on this 2026 Tax Resource.
Lisa Marie Brugman, EARetirement accounts don’t follow your will — they follow your beneficiary designations. This blog explains why outdated or incomplete beneficiaries can override your intentions and how a simple review can protect your legacy and your family.
Lisa Marie Brugman, EAThinking about a Roth conversion? This guide explains how Roth conversions work, when they make sense, and when they can create unnecessary tax bills — so you can decide whether converting now or later is the smarter move.