Newsletters

• New Auto Loan Interest Deduction Explained

  The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

• HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

  This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

• Beneficiary Designations: Who Gets the Money?

  It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

• Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

  These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.