In September, the IRS issued final regulations related to mandatory Roth catch-ups. Beginning in 2026, those with FICA wages exceeding $145,000 will be required to make catch-up contributions on a Roth, rather than a pre-tax, basis. We've created a client alert to help explain what this may mean for high earners participating in 401(k), 403(b), and 457(b) plans.

It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners. Here are five specific changes to pay close attention to.

While the new senior deduction offers a potential tax benefit to eligible taxpayers through 2028, the deduction may reduce income tax revenue to the Social Security trust funds.

One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis.

H.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax provisions on June 16, 2025.

President Trump's rapid, on-and-off implementation of tariffs and the escalating trade war it sparked unsettled the financial markets.

Section 109 of the SECURE Act 2.0 introduces significant enhancements.