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January 2026 Client Line Newsletter

What are “Trump Accounts”? – government funded investment accounts designed to help children build wealth from birth.

Business Deductions – OBBBA makes permanent the deduction for qualified business income under section 199A.

Ways to Trim Tax on Investments – knowing how to manage taxes can significantly enhance your overall financial strategy helping you to retain more of your hard-earned income.

January 2026 Client Profile

Family Tax Credits – in 2026 there are some changes to the credits related to families and children.

January 2026 Question and Answer

Understanding EBITDA – a financial metric used to evaluate a company’s operating performance.

Which States’ Taxpayers Will Get the Biggest Breaks from OBBBA? – the Tax Foundation estimated the average change in taxes paid relative to prior law.

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