Hi , here are your Articles for October 5, 2026.
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Age Is Just a Number, but Tax Milestones Matter From childhood savings accounts to retirement plan distributions, age can affect federal tax obligations and planning opportunities throughout one's life. Knowing when key milestones will arrive is critical to choosing optimal strategies. We journey through major age-based tax rules and considerations that taxpayers may encounter from birth through their 70s.
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Help Avoid Costly Mistakes with a Review of Plan Administration Basics Nobody ever said managing employee benefits was easy. There are a lot of details to monitor to ensure your company is in compliance, especially as laws change. To help keep your plans in compliance, take a look at this list of issues that plan administrators should keep top of mind.
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Medical Costs: Can I Really Get a Tax Break for That? Can you deduct the cost of a facelift? How about "Lasik" eye surgery or the cleaning solution for contact lenses? Some of the procedures that pass muster with the IRS may surprise you. Take a look at a chart with eligible and not-eligible medical expenses. There are some unusual qualified expenses that might allow you to get a tax break.
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Looking for a New Home? Know How Much You Can Afford If you're in the market for a new house, do you know how much house you can afford? Sometimes our eyes are bigger than our wallets. Figuring out what you can comfortably afford may be difficult, especially because "affordability" often has different meanings for different people. Here's some guidance to help make the calculation easier.
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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.
