OBBBA and Alternative Minimum Tax – the alternative minimum tax (AMT) is imposed at a flat tax rate of 26% or 28%.
Time to Review Your Withholdings – as 2026 begins, reviewing your tax withholdings is a critical financial step.
Tax Credits for Small Business Retirement Plans – small businesses can benefit from tax incentives designed to encourage the establishment of employee retirement plans.
Getting Your Finances Back on Track – the holiday season often leaves wallets strained, but 2026 can start with financial recovery.
December 2025 Question and Answer
Social Security Tax – the maximum wage subject to social security taxes will rise $8,400 to $184,500 in 2026.
Teach Your Children Well – equip your children with the skills they’ll need to manage wealth responsibly.