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Hi, . Here are your Articles for January 5, 2026.
Important Tax Figures for 2026

Every year, the amounts allowed for various federal tax benefits are subject to change based on inflation adjustments and legislation. This article provides some important tax figures for 2026, compared with 2025. Examples include the estate tax exemption, Social Security wage base, qualified retirement plan and IRA contribution limits, driving deductions, and more.

Put Your Small Business Financial Knowledge to the Test

Many small business owners run into financial roadblocks not because they lack effort, technical expertise or industry know-how — but because they lack financial clarity. Do you fully understand the tax, cash flow and accounting issues that affect your business? Take this 10-question quiz to find out.

Understanding Estate Administration and the Probate Process

If you want control over the distribution of your estate, you need a valid will and a designated executor. Otherwise, your heirs could be in for a difficult, expensive and potentially contentious ride. This article provides a review of the tasks necessary in administering an estate — tasks that need to be done during a difficult time for many heirs.

Should Married Couples Ever File Separate Tax Returns?

Most married couples assume they should file joint income tax returns. In most cases, that's the correct choice. But under certain circumstances, there may be benefits to filing separate returns. This article explores a couple of situations where it may be advantageous to file separately rather than jointly.

What You Should Know about Financial Privacy Notices

Chances are you receive annual privacy notices from several sources, including your insurance company, bank and credit card issuers. Those you do business with online may post these notices on their websites, along with a required acknowledgement that you received the message. It's common for people to view these documents as junk mail and simply ignore them. If that's your habit, you may want to reconsider that action.

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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

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